LionDesk V2 CRM Ideas Portal
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Filter/list for Birthday & Anniversary
I would like to be able to run a monthly list of client birthday and anniversary to follow up with each of them. Please help make this happen in order to continue to connect with my clients on a regular basis.
Created 14 Aug 04:46pm by Guest
Contacts
0
17
Vote
Add Social Media Links for a Contact to their Profile
It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.
Created 23 Feb 09:15pm by Jen Kelly
Contacts
2
21
Vote
Spouse and/or Secondary Email being Included on Campaign
I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...
Created 15 Jun 07:40pm by Guest
Campaigns
4
Planned
25
Vote
Track Transactions/Properties per Contact.
In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...
Created 23 Aug 11:31pm by Guest
LionDesk Transactions
4
1
Vote
Shipping Labels
I need shipping labels inside the V2 version. The shipping labels in V1 unfortunately print to a PDF. I need an editable version because V1 prints "&" as "amp".
Created 3 Oct 08:08pm by Guest
Contacts
0
1
Vote
Disposition Options after each call
Please add a disposition option after each call. Example, include options: wrong number, DNC, no answer, not interested, interested, add quick notes
Created 28 Sep 08:21pm by Guest
Power Dialer
0
13
Vote
Search result to 500 per page.
Since we can only send out 500 emails at a time, give me 500 contacts to send out.
Created 15 Jun 04:11pm by Guest
Contacts
0
23
Vote
Google Sync - More Frequently!
Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign before...
Created 21 Jun 07:43pm by Guest
Contacts
3
Planned
4
Vote
Next and Previous Functionality in Tasks V2
On LD V1, under tasks, it was easier to manage and complete tasks because when we open the first task, we can just simply click on next and move forward to the next task. On LD V2, the toggle button is available BUT it only brings you to the most ...
Created 24 Feb 12:43am by Guest
LionDesk CRM V2
2
4
Vote
Bring back the "Attach to Contact" form the option DOCUMENTS, please.
file:///C:/Users/madra/Desktop/Screenshot%202023-02-22%20120553.JPG
Created 22 Feb 08:06pm by Guest
Contacts
0
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