LionDesk V2 CRM Ideas Portal

When a contact is at a point where they are ready to sell I would like a way to click a button within the contact view to convert that contact into a transaction and fill out all of the transaction details there. There seems to be a general discon...

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 ...

Since we can only send out 500 emails at a time, give me 500 contacts to send out.

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...

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...

I'd like to ability to export from our contact lists based on a tag I have given them. For example we do a Valentine campaign as a thank you. We would love to export those names once tagged as "Valentines 2023" into a separate list. We have so man...

When my clients receive a TX from this system, they should receive the message first , capture them then the opt out. this system offers them to opt out before they even read my message. NOT HAPPY!!! I sent a very nice Thanksgiving hello. you offe...

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

Good morning, in the dashboard we're able to see how many contacts opened an email, but how do we export that list of people so that we can contact them by phone or email? It only shows about 6 or 7 names of the larger number and there's no way (t...