LionDesk V2 CRM Ideas Portal
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Be able to sort by multiple tags.
Sometimes there might be two or more categories that I'm trying to narrow my audience to. for example, Zillow and Seller. Then I can more easily target those leads over the buyer leads.
Created 7 Aug 05:17pm by Guest
1
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1
Vote
Option for Lenders
Hi team: I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding som...
Created 30 Jul 04:39pm by Guest
General Design / UI
1
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14
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Add properties Like the old version!!
Please add the properties tab just like the old version has it! I utilize that every day
Created 29 Jul 09:39pm by Guest
LionDesk CRM V2
2
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5
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Ability to add emojis to emails
Subject lines and messages with emojis are opened and read at a higher rate. Right now we can add an emoji when writing yet when the message is sent, the emojis aren’t displayed.
Created 2 Jul 12:54am by Guest
Communications
2
Already exists
4
Vote
Bring Back Customized Columns
I like to see very different columns than my other team members. I need the ability to customize what data I see on the Contacts Page.
Created 28 Jun 11:00pm by Guest
General Design / UI
0
Already exists
1
Vote
Correct Distortion after adding favorites
I added some favorites to Contacts, Phone, Email, etc...but when I added Address as a Favorite text under it which appears to say +Add Address is distorted. Using a Macbook Pro, browser Google Chrome.
Created 28 Jun 05:43am by Guest
General Design / UI
0
Already exists
3
Vote
Make it easier to input a comment or note
I have searched and cannot easily find a way to add a comment. Besides the name you have icons but none of them allow you to easily click into an area where comments or notes can be added
Created 25 Jun 07:29pm by Guest
Contacts
1
Already exists
3
Vote
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
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5
Vote
Edit Source
Please add edit Source back.
Created 19 Jun 09:27pm by LaTonya Johnson
LionDesk CRM V2
1
Already exists
1
Vote
Bring back IDX activity filters
As a user of an Infiniti product, yLOPO,I want to be able to search on idx activity such as when they visit the site do they have searches are they opening the search etc. I can't find that in the new version
Created 13 Jun 08:49pm by Guest
General Design / UI
5
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