LionDesk V2 CRM Ideas Portal

Hello Team,When mass texting it would be nice to be able to remove certain conversations out of the communications tab so we don't get lost in our conversations with prospects. Thank you,Fidel

We assign clients for monthly touches to team members and being able to assign a single task to multiple clients would be SO helpful

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

Although the tasks are useful, there are always going to be odd things about a transaction that will need to be noted and wouldn't be appropriate as a task. I would love to open up a transaction and have a "Notes" section

I like to keep both spouses updated on what is going on

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

A lot of us are using FB more and more to reach out to clients and potential clients. Often, clients reach out to us via FB. It would be nice to have that as an option for "activity" along with inbound text...but I guess that's a different subject

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

viewing the dashboard of filters being you dont have "lists" we shouldnt have to view the big huge box i like a clean dashboard im sure im not the only one

Having the ability to have 3rd party data filter from Zapier to custom contact fields in LD would be very useful, as sometimes there is extra data that needs to be imported other than the standard contact fields.