LionDesk V2 CRM Ideas Portal
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Tag Removal - BATCH
I'd like to run a search based on a TAG filter - and be able to click on certain contacts and then BATCH REMOVE from a TAG. Maybe they were Tagged incorrectly - OR they have changed status, and no longer fit that TAG.. It's way to tedious and time...
Created 24 Jun 04:45pm by Guest
Contacts
2
Already exists
6
Vote
Repeating Tasks
You should have a option under task where you can click to repeat a task or duplicate a task. Thanks
Created 24 Jun 03:23pm by Guest
Other
0
7
Vote
URGENT: Make dropdowns wider -- cannot see full phrases in items in dropdowns
When I search for tags, as one example, I cannot see the full phrase of what I search for. Example: I write "walker barnes" wanting to see walker barnes past clients...all I see is "Walker...." This is unhelpful and time consuming.
Created 24 Jun 01:59pm by Guest
General Design / UI / Contacts
0
3
Vote
LD Business Contacts - Name Show's up when a LD contact calls me on my phone
Rather than creating a contact in my phone, make lion desk able to show any LD contact name, notes, that calls me. Update: Basically making LD Your business contact.
Created 23 Jun 04:06am by Caleb Pohlman
LionDesk CRM V2
2
18
Vote
Google Sync - More Frequently!
Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign befo...
Created 21 Jun 07:43pm by Lynnette Gronewold
Contacts
2
Planned
7
Vote
Don't make deleting contacts so cumbersome. EASY Fix
When deleting a contact which I have to do a lot with online leads, user should not have to type in DELETE in ALL CAPS. Takes too long. the easy fix is when you delete a contact a window pops up that says "you are about to delete a contact. Are yo...
Created 20 Jun 06:20pm by Guest
1
Will not implement
6
Vote
Can Comments that are input into LD sync with Goggle Contact Info - Inserted into Notes field?
When I get calls on my phone while in the field, it is nice to be able to pull their information immediately instead of having to go to LD to try to find out who they are or what is going on with them. It would also be great that if any new "note...
Created 20 Jun 11:51am by Lynnette Gronewold
Communications
2
4
Vote
Be able to schedule a delayed start date for a new campaign
I'd like to be able to schedule a delayed start date for a campaign. Right now, I can only start the campaign based on the schedule the campaign already has. Such as "Send text message or email within 1 Minute". If I want to use this campaign but...
Created 20 Jun 11:09am by Lynnette Gronewold
Campaigns
1
21
Vote
Need Filter and Vitals for Unsubscribed Contacts
I really think we need to add a filter to find unsubscribed contacts. I would also like to add a Vital option for same on the dashboard. Lastly if a contact Unsubscribes, I think we should have an option to stop all campaigns automatically.
Created 20 Jun 09:19am by David Boyd
Communications
1
Planned
4
Vote
Option to Start a Campaign Drip over
I have campaign drips out 9+ months, Is there a way to have it start over from the beginning automatically? Or a notice the campaign drip is soon completed, Or a bulk way to start them again. Some people take a year + to change into a sale or l...
Created 20 Jun 12:53am by Guest
Campaigns
0
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