LionDesk V2 CRM Ideas Portal

If a customer is getting a text from a LionDesk phone number associated with my account, then ONE opt out message should suffice. However, the customer gets a LENGTHY one when an auto-response is generated from an imported lead, which can bury the...

To stop a drip campaign in bulk - option was available in V1 but it is not in V2

Be able to assign a contact to a campaign triggered by a field within the contact. For example an annual email sent to the contact on their birthday. An email sent annually on their home purchase or sale anniversary

A Sunday text may seem a little spammy.

i have about 3,000 contacts with campaigns and it has taken me 5 days to get to 1000 people left this is taking to long and wasting my time and money, every employ ive asked has told me that i have to do it manually and its been 5 days need this asap

So we won't have to toggle from Legacy and V2 tasks when we need to get to tasks made in V1.

Many client don't give year, can that option be removed and just input month and year as MLS does?

just adds a good reason to reach out to clients each year

The primary email address and phone number is the only address that gets used for Drip Campaigns. Many clients have spouses/significant others with separate email addresses and separate texting numbers. It would make more sense to keep each client...

I created plans under transactions. I shouldn't have to go into every transaction to see what might be due on a given day. I was told that I could set an email reminder... that is silly. Why aren't they visible in a task list?