LionDesk V2 CRM Ideas Portal

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 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.

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

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

As a new user I didn't realize I was duplicating published drip campaigns and when trying to view the emails/texts that get sent out it was extremely confusing as to which campaign what was assigned to. I reached out to support and they let me kno...

Sure would be great if we could set up auto emails and /or text with photos for events

I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...

Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign before...

Many client don't give year, can that option be removed and just input month and year as MLS does?

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...