Top Topics

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    Be able to switch numbers within the Power Dialer

    Helena · 0 · Posted

    If there are multiple numbers, one user suggested that we improve the system so that you can decide what number the Power Dialer calls, or be able to call the second number if the first number doesn't go through in a session. 

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    INCORPORATE AN EMAIL/PHONE APPEND SERVICE: SOME OF EACH DAY’S EXPIREDS CAN BE CONTACTED SAME DAY!!!

    RichardCoake.com · 0 · Posted

    On David Anderson’s new program with Borino:

    Since LionDesk is so ambitious, you should INCORPORATE AN EMAIL/PHONE APPEND SERVICE, SO THAT SOME OF A DAY’S EXPIREDS CAN BE CONTACTED SAME DAY.

    This single innovation would be a true game-changer for everybody. What do you think?

  • 1

    Pricing option with routing rules.

    Joel Rapin · 0 · Posted

    David knows I want this.

    A big factor in deciding whether to have all our agents get LD is the routing rules.  IF there were zip code rules and pricing rules that were able to route and send the maximum amount of lead info to an agent we would use LD for all agents and not rely on FiveStreet and Zillow to do our routing.  Zillow's system of routing is a good model and much better than Realtor.com and FiveStreet.

  • 1

    Suggestion: Seeing Multiple Deals in Teamshare View

    Helena · 0 · Posted

    A subscriber called in and asked why his team members deals are able to be viewed as one category, showing the total of two deals combined instead of each deal separately. He has a broker admin account and wants to be able to see each of his team members' deals individually so he can make sure that each person is utilizing the leads instead of neglecting them.  

  • 1

    Creating New Templates from Folders

    Helena · 0 · Posted

    A subscriber suggested this:Dynamically populate Name in Green box to the Active Folder Name. As the list of folders push down many are out of sight so it is a little confusing to know exactly what Folder you are in, therefore easy to put in wrong folder.

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    Click to call: Automatic input of what number was called on call log.

    Titus King · 1 · Last reply by Titus King

    When on a contact page, I use the click to call often. When they have more than one phone number, I have to edit the call log notes and manually enter which number (home, mobile, etc. and the number itself) I called. Is there a way for liondesk to do this automatically?

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    Manage Access/Exporting of Leads

    Helena · 1 · Last reply by William Hochstedler

    One thing that was suggested was a way for the Broker to be able to control the export of leads, so that leads that come in through the team, belong to the team. If you are trying to export leads that belong to the broker or team leader, you won't be able to. 

  • 1

    From Ericlee

    Helena · 0 · Posted

    I would love to be able to make better use of the "Deals" section. Currently it allows for so little information that's it's practically useless. What I've missed from previous CRM's is the ability to have dates stored there (Inspection deadlines, finance/appraisal deadlines, etc). Also being able to tag the title company, lender, associated with the file. I know I can do this with the individual, but sometimes we do multiple transactions with a client and they don't use the same people. One last thing I would add is a field where we could store notes from lead calls associated

  • 1

    Multiple Names Fields For Deals

    Helena · 0 · Posted

    Someone suggested that we put in multiple name/contact fields for the deal sections in Liondesk. That way if a husband and wife are in contacts, both can receive it instead of just one. 

  • 1

    Development Roadmap

    Helena · 0 · Posted

    A client called in and thought that it would be cool if there was a road map or something on the website to show what liondesk started with, current features, and stuff Liondesk is working. 

  • 1

    Activity options

    Michelle Hernandez · 0 · Posted

    Could there be options added such as "Meeting Scheduled" and "Home Showings"? I know there is a comment option, but sometimes specifics help.

  • 1

    Calendar Suggestions

    Stephanie Gosnell · 0 · Posted

    We would love to see an "end date" added to the calendar for time blocking. Several agents on my team LIVE by their calendars and miss having this function from the last CRM we used. Also, a way to view the calendar in "week view" as a default. Thank you!

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    Distribute leads/assign campaigns by time

    Ashley Lowman · 0 · Posted

    New lead comes in at midnight, want a campaign that starts with "we're sleeping right now, but we'll be in touch with you first thing in the morning!"

  • 1

    Edit scheduled email

    David Anderson · 1 · Last reply by Robert

    Give the ability to edit a scheduled email directly from the Scheduled emails area.

  • 1

    Quick question - Best Practices for New Listing

    Brian Packham · 0 · Posted

    Quick question - Best Practices Just got a new listing, client is already on contacts. I will add to properties - does this also need to be added as a Deal? What is the Best Practice for adding a new listing?    

     

  • 1

    New Listing Notification

    Joseph · 0 · Posted

    In the property manager, it would be tremendously helpful & useful for buyer prospects to receive email or text notifications of properties that match their criteria.

    For example, I add the following home onto property (listing) manager.

    123 John street New York, NY 10016 Property Type: 2 Family home price: $500,000 Style: fully detached Beds: 6 Bath: 3 Basement: finished Property description: new construction 2 family home in a prime location, etc etc

    Link to Listing: insert direct link to property listing.

    (Many other fields could be added, will let you know later)

    So if the system could automatically send

  • 1

    Improve Email Reputation

    Joseph · 0 · Posted

    It would be nice to have a feature which automatically detects whether an email address that was entered for the contact onto the system is valid or not (whether manually or from other lead sources that are coming into lion desk) I always spell the email address out with the contact to make sure I got it correct, however from online leads; prospect usually enter their email addresses incorrectly by mistake or there are spams. If email address is incorrect, it would be nice to have an auto text set up asking the contact to text their email address. (this would definitely

  • 1

    Video Text in Autopilot Drip Campaigns

    Trey Clark · 1 · Last reply by Trey Clark

    Need the ability to add a general video text to the templates so that you can add one to an autopilot campaign. If this was an available feature, I would purchase texts. Right now, with the options we do have, I can do the exact same thing on my phone for free. 

  • 1

    Easily send an email to a select group of people

    Jason Flynn · 1 · Last reply by Rick Tibbitts

    I want to be able to send an email to a select group of users. For example: If I find a property that would work for 5-6 people, I want to be able to click their names from the contact list, and email them some details and a link. Right now I would have to create a template email and send them individually (unless i'm mistaken). It would be much simpler to add an activity under "bulk actions", like "send X selected contacts an email".