LionDesk V2 CRM Ideas Portal

Currently when I have appointments I have to remember to add them in both LionDesk and my calendar. If there was a way to add a calendar and it sync to your google, iphone, or outlook calendar would be great.

Could do this in old version for birthdays, anniversarys, closing date, etc.

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.

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

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...

when you are deleting a contact, the system should take you the next record and not kick you out back to all the contacts. this takes time to figure where you were prior

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

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.

Can we add a section near Tasks where we can Pop a contact into an from inside the contact record. We should be able to do everything from one screen.Use Case:Client Closes, add follow up tasks & Add to an email Drip Automation for past clien...

When a contact is deleted, automatically delete related text conversations found at Communication > Texts.Currently, if a contact is deleted, the texts remain in this tab. This is a problem because you can quickly go down a rabbit hole by clic...