LionDesk V2 CRM Ideas Portal

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?

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

If you create one by mistake or want to recreate it we need to be able to delete them so we don't end up with a ton of them that don't get used.

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...

It would be great to have a digital business card. People can text a code in using Text-2-Sell and the auto-response would be a digital business card that is generated by Liondesk

The old version you can send to your entire contact base at one time. In the new version, it is limited to 500 contacts at one time. It is extremely cumbersome to schedule multiple emails. Other platforms have this capability, why doesn't Lion Desk?

I want to create a campaing, and be able to add it to a particular filter. Example. I want to add the "Opt-In" campaing to a saved filter where the condition are: Tag: Realtor, Ocupation Realtor, so by the time a new contact is added to the filter...

This would allow for portable to do lists

It seems like the simplest solution but there NEEDS to be an option to delete Tempalte Folders. When I'm looking up published campaigns and "save" them, they go to my template folders and it's the only way I can preview them. So there are so many ...