LionDesk V2 CRM Ideas Portal

We need more than just ONE phone number for lead sourcing. When calls come in, it would be critically important to know from what ad campaign the lead is calling in from. This can ONLY be done by having more than one phone number!

It may sound silly, but I would love to be able to adjust the base theme colors to go with my branding.

It will be very easy to find a contact by name than by filter. It will be hard to rememeber where did I got the lead/contact everytime i need to put a note or add a task. Please consider this idea. thankk you.

To stop a drip campaign in bulk - option was available in V1 but it is not in V2

I think it would be helpful to move the SAVE button to the left ot under the edit section. This way you clearly see it and don't forget to save your work

the ability to add a text or email reminder to tasks prior to the task due date. This would allow me to mail out cards or gifts prior to the date of the anniversary or birthday.

I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...

For instance if a customer clicks a link, fills out a form, or reply's to the email, can they be taken off the rest of the automation?

To be able to add the street address to the favorites section in the profile

Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...