LionDesk V2 CRM Ideas Portal

Every now and then I will have a back and forth with customers before anything happens. I would to be able to upload docs/attachments to each contact

Would love to see ads that target different types of life insurance such as Final Expense and Term Insurance. Retirement vehicles such as IUL's and Annuities would be great, too.

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Is it possible to add "contact type" on Zapier to filter leads for other platforms. I don't see that option.

everyone so that they do not have to do this individually . or at least give the bulk action

It's imperative to know cash app refund process for clients, since like some other computerized installment move strategy, in some cases installment stalls out because of a specialized issue or wrong qualifications while moving from the cash app t...

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So we never have clients with out a campaign... I would love to monitor each existing campaign I have running, and see exactly what/how many contacts are on it, and how long they have left before it ends.

Right now I am connected to Mojo, which has syching issues. I pay them 149 a month for that dialer... if you had your own... I would totally jump ship.

When originally importing contacts it only allows you to match the fields with a field that LionDesk already has. It would be very convenient if we had the ability to create a custom field while importing contacts so that we could make sure we are...