LionDesk V2 CRM Ideas Portal

I need to be able to add more than one person to any given task in the transaction management system.

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 ...

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.

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.

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.

Ability to attach excel files to an email. Currently you're only able to attach: PDF, PNG, JPEG, WORD DOCS.

Offer marketing material for financial advisors to expand business opportunities

It would be great to have more fonts available

Lacrice Turner is looking for an integration with Spacio.