LionDesk V2 CRM Ideas Portal

Under the task tab when I click the the top sort drop down box to all upcoming... it sorts from later to earlier tasks. it would be more practical having them in order of the earlier to later right off the get go instead of having to change it eve...

Watch my feedback for v2 LionDesk https://youtu.be/5X4i1AR5Yh0 Looking for faster loading Looking for fewer clicks (ex: Changing the hotness level, Delete Contact, Sending Emails)

Newer members and long time members when you break out new programs.

Enhance account security

It would help greatly and eliminate the job of getting back to them or checking with my staff of what days i have open

I know we have a pipeline option but it is for transactions. We are dealing with lots of leads and it would be great to be able to create a sales funnel or pipeline where we can easily identify the stage the leads is in. Ex- Initial Contact - Pre-...

Zapier has loan updated and create new contact for an integration. User would like a full integration- something more robust with LionDesk

Would be great to be ale to edit the order of the contacts fields when putting in a new contact. I only need to put in 3 - 4 areas but I have to scroll down to get to the fields I need. Would love to be able to sort those fields I use to the top t...

Fix your next task in contacts