LionDesk V2 CRM Ideas Portal

It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan s...

It would be great to send invites for appointments to my clients.

The left nav items do not all have the ability to 'right click & open link in a new tab'. The option is sometimes available when right clicking on Transactions, Reporting, Online Help and Refer a Friend but not available on Home, Contacts, Co...

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 use multiple systems that post leads into Liondesk. One of the most frustrating conditions is when a lead gets posted twice, at times containing additional, helpful info. This could be because a lead presses submit twice on a form or phones t...

This would make it much easier to call email recipients as a follow up of who opened the email and those that did not.

That would be great if you can sync your google drive account with your liondesk account, so you can add a google drive document into a custom field. Either as a link or file.

email signature for texting

Very simple search of the notes section in Lion Desk would be helpful.