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Track number of contact touches
It would be great to have a way to have a report on the number of touches with a contact to track how many calls/texts/emails lead to appointments.
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Edit Custom Contact Fields From Add Contact
When adding a new contact you can't edit the custom contact fields. This means you have to individually open every profile and add this information instead, which can be exhausting if you're doing a lot of contacts at once.
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Group tools for email reporting.
There is no way to use group tools on email reports and there should be. I would like to tag the bounced emails or be able to export them. I had 1200 bounced emails and I wanted to tag them as not to send any emails to them. They are in different contact types and it would be very, very time consuming to click on each one to tag as a bounce or to remove. There should be a way to search the email reporting and have group tools to manipulate that data.
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Contacts filtering over to Gmail
Have the option to chose which folder LionDesk pushes it's contacts into Google in, instead of them automatically going into the "LionDesk" folder.
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Be able to filter out unsubscribed people
When sending out a bulk text, or assigning a drip campaign with text messages, you should be able to filter out the people who have unsubscribed, so you aren't sending them texts.
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Be able to View Associated Parties on the Contacts page
Want to be able to add "Associated Parties" to the contacts table and view it without having to click into the contact itself to see who they're associated with.
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Share contact info as business card
It'd be nice to be able to share contact information as a "business card" to share with lenders.
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Add notes directly upon creating contact in mobile
Add notes directly upon creating contact in mobile
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Customer suggested - having the ability to print by a certain method - specifically zip code.
Prints in zip code order, and LionDesk can't do that unless we use a work around.
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Create new contact from a profile page
It would be useful to access the create new contact pop up from a profile page in case you get a call while you're already editing notes on a user.
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CC Function When Creating Templates
It would be nice to have a way to CC templates to other agents when creating them in the marketing folders.
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Email templates in app
It would be nice to at least be able to send email templates from the app, if not access the email function in its entirety.
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Be able to edit text templates
HTML, or short links. Right now the texting is very limited.
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Create a "Notes" box within a contact profile for quick reference on contact.
Once inside a contact profile have a separate box from the Activity Timeline, Deals, Tasks, etc that you can leave notes regarding contact that you can go in and freely edit without having to search.
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Record conversations on the power dialer
It'd be nice to be able to record conversations in the power dialer, even if they were just to be downloaded.
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Export notes
Notes do not currently export when doing a contact export. These would be really helpful!
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Let existing contacts be started on a drip when they get pushed as a lead into the system
If a user does advertising to past clients and they get pushed into the system from a landing page, it's good that they don't get added as a duplicate contact and there's no new lead alert, but it would be useful if they could still be started on a drip from lead distribution settings.
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Bulk action to change ownership, change contact type
It would be nice to be able to use bulk action to change ownership or change contact type
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Lender login
It would be nice to have the lender have their own login rather than having to have an account; they just need to access and make notes on the leads, not have their own.