LionDesk V2 CRM Ideas Portal

Example1:You search and pull up husband's name and contact card. A highlighted mini box shows up in the top right corner indicating there is a "Linked Contact" or "Connected Person" to this lead. You click it and are taken to the other contact's i...

It should be another option for follow up like email,text or calls are. Pre-recorded message that we record and send to clients and leads.

To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.

I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.

The amount of time between the next time you follow-up with a lead, is best decided each time you make contact with them. Therefore, the defauly should be "does not repeat" and let the user decide when the next contact is best.

We are a team of 6 that share Transactions across the Board...can you consider the Team's ability, especially the Team leader's ability to share Transactions across the board and the ability to assign different team members to each transaction?

I like to keep both spouses updated on what is going on

We need the ability to edit and delete folders in campaigns, please.

email signature for texting