LionDesk V2 CRM Ideas Portal

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Add the ability to create "LINKS" between contacts, spouses, organization members

Example1:

You search and pull up husband's name and contact card. A highlighted mini box shows up in the top right corner indicating there is a "Linked Contact" or "Connected Person" to this lead. You click it and are taken to the other contact's info page, in this case being his wife.

EDIT/UPDATE!!!

I had to log into V1 for a quick minute, and I noticed that you HAD this feature in V1! It was called "Associated Parties"

Why would you remove something as useful as this?

Example2:

You search for a company owner and in the highlighted "Linked Contacts" box it shows a list of his employees. You can click on any of their names to pull up their info.

This would make it SO much easier to target the right individuals within a company without having to send their entire company a message.

  • Devon Peiffer
  • Aug 27 2020
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  • Devon Peiffer commented
    9 Oct 06:33pm

    I had to log into V1 for a quick minute, and I noticed that you HAD this feature in V1! It was called "Associated Parties"

    Why would you remove something as useful as this?

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