Hi

I need the ability to send to one email address, the name/email/phone etc of a contact one by one. So when john doe tells me he will need financing, I can email or text a message to call xxx at abc mortgage phone/email/website and then forward that buyers info to that mortgage contact.

I would like the ability to see a the name of a contact that is in my database when they call my custom number so that I Know that a contact from LionDesk is calling me.

Add "Delivered Promotional item" or something similar to the activity section. Allows you to differentiate between sending an item through the mail and showing up at a clients house.

You guys really need to add the ability to select leads in the task section and then power dial the checked leads. I unfortunately just found out that when I sort leads by next task, the past due ones I need to hammer thru with the dialer, do not show up! This was the whole reason I got the dialer to begin with!!!!!!!!!!!!!!!!!!!!! Major buyer's remorse right now

I have a custom website and I am using the API to send leads in to the system.  They are imported to the system correctly but I do not receive new lead alerts and the lead is not setup on auto drip campaigns.

When exporting contacts to shipping labels, the comma separator is in the wrong location. Current layout is 

<First Name><Last Name>

<Address 1>

<Address 2>

<City><State> , <ZIP>

It should be 

<FirstName><LastName>

<Address1>

<Address2>

<City>,<State><ZIP>

I would like people to see my LionDesk custom number on their caller ID when I use the click to call feature. Mojo allows you to have any number you want as the outbound caller ID.

This would help make the customer/lead/contact's experience more seamless when they receive a call followed by a text.

With all of the activity that comes in the timeline, it would be nice to be able to select two or more tabs concurrently instead of it being "one or all". I'd suggest that if there was a check box at the top of each tab (Comments, Sent/Received, Opened, Clicked, Calls, Text, Direct Mail and Website Activity) so that you could say check "Comments" and "Calls" and have these display in date descending order.

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.