LionDesk V2 CRM Ideas Portal

We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing.

The system should be flexible in that it will allow for texting, calling and emailing to additional custom fields for a given campaign. We lost a lot of good data that had been paid for to be Skip Traced as a result of LionDesk not supporting texting, calling or emailing custom fields with valid phone numbers and email addresses in them.

I would recommend allowing 2 methods in the system for this purpose:

1) LionDesk automatically detecting 10 digit phone numbers and / or email addresses in custom fields and allowing text, call & email campaigns based on the corresponding fields.

2) Allowing the administrator to select custom fields to tie to texting, calling & emailing campaigns to.

Examples (below):

Text campaigns sent to contacts with phone numbers populated based on the following example custom fields:

PHONE0_TYPE=MOBILE

PHONE0_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE1_TYPE=MOBILE

PHONE1_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE2_TYPE=MOBILE

PHONE2_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE3_TYPE=MOBILE

PHONE3_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE4_TYPE=MOBILE

PHONE4_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE5_TYPE=MOBILE

PHONE5_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE6_TYPE=MOBILE

PHONE6_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE7_TYPE=MOBILE

PHONE7_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE8_TYPE=MOBILE

PHONE8_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

Call campaigns sent to contacts with phone numbers populated based on the following example custom fields:

PHONE0_TYPE=LANDLINE

PHONE0_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE1_TYPE=LANDLINE

PHONE1_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE2_TYPE=LANDLINE

PHONE2_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE3_TYPE=LANDLINE

PHONE3_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE4_TYPE=LANDLINE

PHONE4_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE5_TYPE=LANDLINE

PHONE5_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE6_TYPE=LANDLINE

PHONE6_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE7_TYPE=LANDLINE

PHONE7_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

PHONE8_TYPE=LANDLINE

PHONE8_PHONE_NUMBER={10 DIGIT PHONE NUMBER}

Email campaigns sent to contacts with email addresses populated based on the following example custom fields:

PRIMARY EMAIL={EMAIL ADDRESS}

SECONDARY EMAIL={EMAIL ADDRESS}

EMAIL={EMAIL ADDRESS}

EMAIL2={EMAIL ADDRESS}

EMAIL3={EMAIL ADDRESS}

EMAIL4={EMAIL ADDRESS}

EMAIL5={EMAIL ADDRESS}

EMAIL6={EMAIL ADDRESS}

Keep in mind that the above are just examples of custom fields however, LionDesk should be flexible in a way where any fields with 10 digit phone numbers and / or email addresses are valid for running texts, calls and / or email campaigns for in addition to the default LionDesk fields.

NOTE: This is applicable to Campaigns, Contacts & Power Dialer.