LionDesk V2 CRM Ideas Portal

The task reminders for the plans should indicate for which transaction it is for.

We would like to update the introduction on the opt-in text message for our corporate account to say 'We' rather than 'I'. The text is being sent on behalf of our company and 'I' is not the appropriate pronoun.

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?

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

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

I am about to do a filter by "Company," and it is not avaiaible. it does make sense not been able to filter the fields available. it defeat the propuse of filtering. Otherwise what good is to have the Field and if I can not filter it

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

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...

Would like to see a way we can bulk text image(s).

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...