LionDesk V2 CRM Ideas Portal

Need to manually close this field each to to update tasks quicker wast of time to update new tasks for clients

Has your company considered a feature where documents could be managed within the profile? This would create a document management component on an individual level. Much more useful than what you have "on a ocmpany level"

I created a template and wanted to bold some of the words. When I wanted to bold words. I had to scroll up all the way to the top for something at the bottom.

Similarly to how vitals can be dragged to different spots. In general, Dashboard can use an update to a more modern look and feel.

One of our clients was wondering if they can receive a text with the contacts phone number when receiving a new lead text alert. ( ex. You have a new lead- Joe Shmo (555)555-55555)

I create a task by using "E" for email or "C" for call. If I have 6 people that I have marked "E" to email and am in the “task” left bar panel, it does not give me an option to do a bulk email. If I go to the 'contacts' left bar panel, I can bulk,...

This CRM is designed for real estate offices. Since most offices have the broker of record as the contact owners, the assigned agent should still be able to add relationship contacts if they have both contacts assigned to them.

I would like to connect my rss feed to my crm and send out a weekly newsletter

If a customer is getting a text from a LionDesk phone number associated with my account, then ONE opt out message should suffice. However, the customer gets a LENGTHY one when an auto-response is generated from an imported lead, which can bury the...