LionDesk V2 CRM Ideas Portal

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Share Contact

It would be nice to have a way of sharing a contact in an email without having to type everything out. Similar to the feature you find on your Iphone. This way when I want to share an Insurance Agent information or other vendor I could do it easily.

  • Guest
  • Feb 24 2021
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  • Scott Grossman commented
    8 Apr 04:23pm

    This is an absolute need in our business. We are with LionDesk with our company so it works with other tech however if we do not have this basic ability to share a contact, we may need to look elsewhere for our main CRM. It is really frustrating to not be able to be on the go and send a client a referral for a handyman, lender, etc. Please, please make this happen.

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