LionDesk V2 CRM Ideas Portal

Please add a disposition option after each call. Example, include options: wrong number, DNC, no answer, not interested, interested, add quick notes

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the wa...

I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.

I would like to be able to run a monthly list of client birthday and anniversary to follow up with each of them. Please help make this happen in order to continue to connect with my clients on a regular basis.

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

It would be great if we had the ability to delete a transaction plan action item once we move a transaction from one stage to another. As of now, when you move to another stage, the plan action items from the previous stages are still visible in t...

It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...

I would like the ability to edit an item in a drip & have it update all who have yet to receive it. Also be able to edit campaigns with new items ECT and not have to figure out which clients need a to have existing campaigns modified to includ...