LionDesk V2 CRM Ideas Portal

In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...

This would allow for portable to do lists

Please add the properties tab just like the old version has it! I utilize that every day

Had a terrible person who kept texting me to that custom number...I can block my cell number but not that!

We have a call center that makes 1000's of calls a week. We record phone calls so that when the leads are passed to us we are able to play back the calls to get up to date. It would be nice if our call center could attach the recordings to the lio...

Make it easier to choose dates. Right now your only option is to choose from calendar dates. You should be able to type in a date also vs only being able to choose from a calendar.

The old liondesk had an easy way to see if people had opened an email without clicking and checking.

I would like to set a period of time within a drip campaign where nothing will go out to clients.

I am missing too many alerts and need my assistant to handle when I am not able to respond on my cell phone app. Missing opportunities and need this!

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.