LionDesk V2 CRM Ideas Portal
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Capability of setting up an multiple week program and drip weekly
I would like to set up a campaign where an email is sent weekly to a particular list of people. This would mean a different email gets delivered weekly like on a Wednesday in a particular sequence ; tip #1 then tip #2
Created 14 Mar 03:35pm by Guest
Campaigns
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i heard you are not adding "leads slipping away" functionality to V2! 😤
i heard you are not adding "leads slipping away" functionality to V2! 😤 That is ridiculous!
Created 6 Feb 05:15pm by George Fotion
Communications
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Mobile App-Add address to contact
User would like to add address to a contact in mobile app
Created 5 Nov 08:26pm by Guest
Other
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Lead Sources
Attach the routing lead source to the contact
Created 1 Oct 09:03pm by Guest
Contacts
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Middle name Option
I use my middle initial to set apart my business with personal emails, allowing the option for email would be appreciated.
Created 23 Sep 11:47pm by Guest
Other
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Duplicate Emails for one contact
When inputting a contacts email in search, if there are multiples of the same email, to differentiate, unbold the emails that are duplicates and only make the active email bold.
Created 6 Sep 08:57pm by Guest
Contacts
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Sort By Mortgage Rate
I want to be able to search contacts and filter by mortgage rate over X say 4.5% and a closing date between X&Y. There is not a way to do this. These fields need to be added so they can be filtered.
Created 8 Aug 05:26pm by Guest
Contacts
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1
Vote
Be able to sort by multiple tags.
Sometimes there might be two or more categories that I'm trying to narrow my audience to. for example, Zillow and Seller. Then I can more easily target those leads over the buyer leads.
Created 7 Aug 05:17pm by Guest
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Option for Lenders
Hi team:I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding s...
Created 30 Jul 04:39pm by Guest
General Design / UI
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Correct Distortion after adding favorites
I added some favorites to Contacts, Phone, Email, etc...but when I added Address as a Favorite text under it which appears to say +Add Address is distorted. Using a Macbook Pro, browser Google Chrome.
Created 28 Jun 05:43am by Guest
General Design / UI
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