It would be helpful to have an Daily Contact Activity Report in spreadsheet format that can be downloaded. I report to my team leader the number of calls for different types of leads, CRE, Distressed, Expired, etc. and several other activities. If I can run a Contact Activity Report for each day, then I can download it, filter by contact, and count my totals for the day.  If it shows the Activity Notes, even better!  

It might need to be setup as a separate Contact Table that is auto-generated for the day.  I'm know there are a bunch of LionDesk

When you are in a Contact record and click on "Add Activity" you are given a list of drop down options. Comments is the only one that give you the option to edit or delete. It would be nice if we had the option to edit or delete the others.  

I frequently need to navigate to the Marketing - Auto Drip tab. Doing so now takes a couple of clicks, which in fact is a bit of a delay. Would it be possible to modify the navigation tool on the far left of the screen to include direct links to the sub tabbed areas that are frequently used? To this point, another example of having to click your way around the system is adding a contact. This is such a frequent process and it's a bummer that the only place (I know of anyway) to access the "Add Contact" button

To expedite the entry of transaction time line events when a buyer/seller offer has been accepted, it would be great if we could in settings create a template of events that would default to due dates "x" number of days after contract acceptance date. So for example, the template would could be set up to include the following fields: Acceptance Date, Deposit Due, Seller Docs Due, Buyer Docs Due, Inspection Contingency Due, Docs Contingency Due, Appraisal Contingency Due, Loan Contingency Due, Final Walk Through, Close of Escrow, etc. Via a user default setting, you could set up each key event

Liondesk needs a way to trigger a new campaign from another campaign.

In theory, I'd like to have several different high touch campaigns for different areas...but at the end of each, transition them into the same long-term drip.

This would really help with not having to duplicate campaigns over and over.

It would be a huge benefit if a column in the contact table were available that showed "Last Email Opened Date". This way we could more easily reach out to those who are indirectly engaging with us.

It would help to bulk email to a BCC list - such as an upcoming Open House we want to share with other agents.  However keep the Agents' email addresses anonymous.

Once bulk email is engaged it appears we cannot sub-select whether the emails need to show up in To, or CC, or BCC.

Logged in as my boss (the main account owner) to see why the contacts do not have a Contact List Category: "Agents" as we bulk uploaded it with the contacts.

I went into one of his Contacts

Clicked on -->Edit

theTag carried over (he can see the tag I gave it)

the Contact Source carried over

the Contact Status  carried over

the Contact Type carried over

However Select Lists didn’t carry over. Even though “Active Prospects” is on Liondesk's default list.

Working as a team - and seeing the contacts were uploaded within his account - we should all be able to see

As I'm seeing a very low open rate on new prospects, I'm trying to figure out how to boost this. On a LionDesk FAQ I saw the following:

"Unengaged subscribers

Are you continuing to send to users who haven’t opened an email from you in the past month? 3 months? A year or more? Continuing to send to folks who never engage with your email is another strong, negative signal to inbox providers that you, as a sender, are not paying attention to your email list quality. We typically suggest stopping sending to, or at least greatly reducing frequency to,

There isn't really a way to flag a bad phone number.  You can add a comment into that lead's activities, but there isn't a way that I have seen to be able to flag that person's bad number on their profile.  This would be a great feature to have because it will cut down on dial time if I know the number is bad and don't have to go looking through notes to see if it's bad or not.

I have my drip set up to text and email a new lead when they register.  If the lead responds to the text, the drip stops, the system alerts me that the lead has texted me, and I continue the conversation from there.  However, if they don't respond to the text, but respond to the email, the system doesn't stop the drip and it continues to text/email them as if they have never responded.  The "stop on reply" feature needs to be added to all forms of communication, not just texting.

Phone notes window should pop up when clicking the "call" button and not dialing yet. This window should contain three tabs on top: 1. "Call Now" tab, that contains a window with two buttons at the bottom: a "call" button or "close" button (in case you didn't intend to make a call or just need to log a call without dialing) 2. "Log Call" tab, that should trigger the "Add Activity - Comment" existing functionality. 3. "Schedule call" tab, should contain the "Add new task" functionality.

The main window should also contain three buttons at the bottom: 1. Contacted 2. Not Home

If you have 2-way sync with Google on, it would be great to sync a single new contact immediately with Google after adding it.  That way the phone number would immediately be available in our phone's address book.  In theory, this could be done even after editing a contact's phone or email address.

For a recurring every year event, we need to not just have a "Repeats Every nn Days" option, but an option that also specifies the exact date it should reoccur on. Because every four years there is a leap year, on that year the calendar would be thrown off by one day. And I'm not sure on the date math, but over the course of 8 years the 365 day day span would then be off by 2 days, and so on.

When you create a recurring email directly on the customer profile, to view the recurring email, you have to navigate to the communications tab and locate the recurring email there.

It would be nice if recurring emails attached to a profile could be viewed directly on the profile of the contact too.

I know LionDesk knows about this issue, but I'd like to add this to IdeaSpace just so you know that at least from one user, fixing the bug is important.

I just learned that when you mass apply a campaign that has recurring tasks, if you need to delete the campaign from all of the contacts it was applied to, the "Complete future tasks on all contacts" option under the Marketing/Auto Pilot Drip Campaigns page does not work, and this is a known defect.

On that same screen, at the bottom of the page it displays all contacts who are

Ability to receive a screen pop up when receiving inbound calls for contacts that are in an Agent's CRM. ie. phone integration to use CTI technology.

Dear awesome Lion Desk,

Please consider developing an “action-based” marketing format in Lion Desk.

Develop a campaign that could send someone a text automatically if they open an email.

As an example... The auto email sends them a list of homes and if they open the email/click links we can then automate a text to go out 20 minutes later that reads…

”Hi John, Just curious if you saw anything on this weeks list that was of interest?”

It would be nice to be able to individually mark items in a timeline (either in the ALL tab or any of the individual other tabs) with at least an option to delete, but perhaps an option to print as well. Often there's a bunch of junk that you want to get rid of. Sometimes it's 5-10 notifications, in a row, of a user having opened an email. Sometimes it could just a a junk email that was sent but isn't helpful to have saved. One more thought, maybe there could be an option to permanently delete or move whatever

Need to be able to sort contacts without a specific tag