LionDesk V2 CRM Ideas Portal

It would add exponentially to any campaign if we could filter our contacts by email opens and clicks. I sent out 3000 emails and got 60 opens and 57 clicks. It would so much easier to target only them with future campaigns which would maximize my ...

V1 is able to merge from contatcs. We have to go to profile and more on V2. Extra step again

Ld two has extra steps on everything. Tasks were m uch easier to take care. merging contacts extra steps, search is much easier to do on v1, can't call from the system to the secondary numbers, filters see too complicated. The more and more I use ...

Is there a way to approve of a mass merge? The system has found 1000 groups in duplicate. I just want to approve all because I know what happened

I can make calls to the house number or business number on V1 but thats not available on V2.

We are realtors and would very much like the ability to be able to pull a customizable report from our contacts that would allow us to pull lists birthdays and anniversaries. We would like to be able to extend personal touches such as these to our...

Need to manually close this field each to to update tasks quicker wast of time to update new tasks for clients

Has your company considered a feature where documents could be managed within the profile? This would create a document management component on an individual level. Much more useful than what you have "on a ocmpany level"

I created a template and wanted to bold some of the words. When I wanted to bold words. I had to scroll up all the way to the top for something at the bottom.