All Topics| LionDesk IdeaSpace

Ability to send out lead information by email.

Daniel LionDesk — Fri, 07 May 2021 21:58:17 +0000

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.

Settings-Level Variables (Liondesk Codes) for Campaigns

Sean Ford — Fri, 07 May 2021 19:47:48 +0000

Right now, the only real place we have to customize the campaign emails we send other than text is the emailsignature field.

I'd like to see one MAIN variable added right away, and 2 others added as well.

First one (high-priority): {{brokeragename}} Many of my emails contain my brokerage name. As we just went through a name change and rebranding, I have to search and replace each instance by hand. Would be MUCH easier if this were a variable / Liondesk code.

Second two variables would be {{emailheader}} and {{emailfooter}}. Would allow for some HTML branding to make emails look a bit more polished, but allow for universal changes to that section that would apply to all emails where it was used.

Show Contacts Name on caller ID when they call in

Daniel LionDesk — Fri, 07 May 2021 15:59:39 +0000

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.

drip campaign of tasks with manually editing content, adding attachments and date setup

MM — Mon, 20 May 2019 19:17:51 +0000

As unacquainted as Top Producer is, not desirable, but they had a great way to set up a drip campaign of tasks with manually editing content, adding attachments and date setup.

This could eliminate the use of "drip campaigns" and property "transaction plans" into one management plan system that could be applied to both clients and transactions. Making it very flexible and functional.

If I could just get a few features from that system melded into this one. LionDesk would be an ultimate CRM contender.

Any response to this feature?

Addition to Activity Options

Colby Horvath — Tue, 16 Apr 2019 22:59:30 +0000

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.

Add dialer capability to task section

Joseph Laney — Mon, 15 Apr 2019 20:51:42 +0000

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

Ability to push LionDesk calendar to Google Calendar, or subscribe to LionDesk Calendar (so you can view on mobile)

Amanda Sue Briggs — Wed, 10 Apr 2019 23:28:27 +0000

There is currently no way to view the Calendar view on mobile for tasks. I need the ability to be able to see, in calendar view, all of my tasks in LionDesk, ideally integrated with my normal Google calendar.

A few ideas of how to accomplish this:

1) Add Calendar to the LionDesk mobile app

2) Add ability for 2-way sync with Google Calendar, so LionDesk tasks show up on Google Calendar as well

3) Add iCal subscription option, so we can at a minimum subscribe to the LionDesk calendar on iPhone/Android.

CLOSINGS - More Features for Closings

Carol Mazur — Thu, 28 Mar 2019 19:00:52 +0000

Closing Feature Request:

1. Ability to change the closing dates and have the activities that follow change their dates.

2. Have a separate tab for the closed properties (listings, closings, and fell through)

3. Have a better User Interface so it doesn't look crowded in the property manager section (Separate the listings and the closings)

4. Need ability to add the closing parties in the property manager not just n the contacts (so it won't get mixed up if they have a new transaction with us.

Not getting Lead alerts and Lead not getting auto drip on leads sent from custom website through the API

Ryansteen76 — Fri, 22 Mar 2019 17:04:14 +0000

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.

Change Expected Total Sales to Annual, calendar year, NOT past 12 months

Carol Mazur — Fri, 22 Mar 2019 15:08:27 +0000

Agents track sales on an annual basis starting Jan1 to Dec 31. not the past 12 months.

Recurring Birthday Please Add Select Send Date

Carol Mazur — Fri, 22 Mar 2019 13:25:57 +0000

Re Communication Recurring:

Please add "Select Send Date" under Recurring.

More Real Geeks Sources

Carol Mazur — Thu, 21 Mar 2019 20:30:50 +0000

We need the ability to pull in more real geeks sources. Real Geeks already adds more sources. We would love to have you pull then in on your end so that we could add drip campaigns that match the source.

Landvoice

Thom Montrois — Thu, 21 Mar 2019 17:15:59 +0000

When is LD going to integrate with Landvoice?

Exporting Contacts to Shipping Labels

Brandon Evans — Sat, 16 Mar 2019 02:00:59 +0000

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

It should be

Consolidated Template and Auto Pilot View

Rick Tibbitts — Thu, 14 Mar 2019 23:00:12 +0000

The Template view in the Marketing tab is nice in that I can see on one screen all of the created content including text and emails. But I can't see the schedule of delivery for those items as they are applied in the auto-pilot tab.

The auto-pilot tab is nice in that I can see the sequence and timing of all emails and texts, but I can't see the content of the emails in that view.

It would be nice to have an option in templates to display all text AND email content, so you can really get a feel for the timing and content of the campaign in one screen.

Track commission with details (averages, referral fees, bonus, etc)

Lisa Alford — Tue, 12 Mar 2019 20:09:32 +0000

Would like to be able to fully track commissions within LD. Ability to add in or deduct fees and referrals. Would also like to be able to see Averages, like # of transactions/sides, Average sale price, average commission earned. Then be able to pull those for any specific period of time.

Show LionDesk custom number as caller ID on click to call

Caleb Hanson — Tue, 12 Mar 2019 03:09:20 +0000

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.

Selective Activity Timeline Display

Rick Tibbitts — Mon, 11 Mar 2019 21:17:18 +0000

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.

Search Contacts Field Opens New Tab

Rick Tibbitts — Tue, 05 Mar 2019 18:49:48 +0000

I'm often on a LionDesk page that I want to keep open, but I also need to pop open a contact record. It would be a GREAT ENHANCEMENT if when you search for a contact using the "Search Contacts" field in the top right corner, if it would either open the contact in a new tab, or let you CTRL-CLICK so that it opens in a new tab. I know the new version is coming out in the foreseeable future, but if this isn't included, any chance it could be squeezed in?

Allow Emojis in Text and Email Templates for Automatic Campaigns

Victoria — Thu, 28 Feb 2019 20:55:21 +0000

Please add the option to utilize emojis in text and email templates so we can have them go out in automated campaigns. The use of emojis increases our interaction rates with clients tremendously.