LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

1 Vote

The ability to sort by Sales App Completion Date.

Just another way to filter leads like the other fields.

Created 19 Oct 02:47pm by Guest

LionDesk CRM V2

0
1 Vote

The ability to delete bulk bounce email and bulk drip should be added in the report section or the main menu also with a filter.

The ability to delete bulk bounce email and removal or delete bulk drip should be added in the report section which would make it super easy to select all bounce email and remove all at once. Even in the main menu of contacts also with a filte...

Created 19 Oct 02:29am by Fafane Nestan

LionDesk CRM V2

0
1 Vote

Add "Gift" as an option in the drop-down menu on "Add Activity"

Add "Gift" as an option in the drop-down menu on "Add Activity"

Created 18 Oct 03:22pm by Guest

Contacts

0
1 Vote

Delete Old Text messages

why keeping old text messages that been issued over a year ago is just to continue accumulating I wish I can delete it and it take alot space

Created 18 Oct 03:38am by Guest

Contacts

0
2 Vote

Design Improvements - Pipeline scroll bar

In the pipeline page the slide bar is inconvenient and clunky. Too much effort just to slide from left to right.

Created 14 Oct 06:58pm by Guest

Dashboard

0
2 Vote

Make it so you can highlight and copy contact information (email address, phone number)

As of now, the system doesn't seem to allow an email address to be copied. You have to click on it in the correct pattern to be able to highlight it and then copy. Why can't the mouse highlight it like other text on the computer?

Created 12 Oct 07:11pm by Guest

General Design / UI

0
1 Vote

Auto follow up Task option should be given after a task or call is completed in the system.

Generally, once a task is completed it will spark a new activity requirement in the funnel to Close or follow up. It would be nice if LionDesk automatically asked for a new task entry once one has been marked completed. A pop up that can be utili...

Created 15 Oct 04:17pm by Guest

LionDesk CRM V2

0
1 Vote

App should have faceID option, and should make it clear when it has automatically logged out.

App requires restart/login every couple of hours, which is a bit of an annoyance. With no other app do I need to force close/logout and then log back in multiple times in the same day. My banking apps will automatically log me out after a certain...

Created 15 Oct 04:07pm by Guest

Other

0
7 Vote

Ability to easily search through the list of Filter Type/Condition by entering the first few characters of the Type/Condition

The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...

Created 17 Sep 07:15pm by Jen Kelly

Contacts

2
1 Vote

Syncing to do task to Google Calendar

once you establish a to do task it would be awesome if it automatically sync to our google calendar

Created 13 Oct 08:47pm by Guest

LionDesk CRM V2

1 Already exists

LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Filter by status

Filter by category

The ability to sort by Sales App Completion Date.

The ability to delete bulk bounce email and bulk drip should be added in the report section or the main menu also with a filter.

Add "Gift" as an option in the drop-down menu on "Add Activity"

Delete Old Text messages

Design Improvements - Pipeline scroll bar

Make it so you can highlight and copy contact information (email address, phone number)

Auto follow up Task option should be given after a task or call is completed in the system.

App should have faceID option, and should make it clear when it has automatically logged out.

Ability to easily search through the list of Filter Type/Condition by entering the first few characters of the Type/Condition

Syncing to do task to Google Calendar

Filter by status

Filter by category

Identify yourself with your email address

The ability to sort by Sales App Completion Date.

The ability to delete bulk bounce email and bulk drip should be added in the report section or the main menu also with a filter.

Add "Gift" as an option in the drop-down menu on "Add Activity"

Delete Old Text messages

Design Improvements - Pipeline scroll bar

Make it so you can highlight and copy contact information (email address, phone number)

Auto follow up Task option should be given after a task or call is completed in the system.

App should have faceID option, and should make it clear when it has automatically logged out.

Ability to easily search through the list of Filter Type/Condition by entering the first few characters of the Type/Condition

Syncing to do task to Google Calendar