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RFQs - Requests for change
I'm wondering why when entering a request for change or software modification you have users leave the LionDesk application and enter a new application. There should be a way to comment within the existing page. A cool feature about that is you might be able to take a screen shot and capture information to address the concern as you build out this support in the future.
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Allow templates to be cloned! would make creating advanced drips faster
User could clone and edit each template. So add clone template button and user could copy to new folder at the time of cloning if wanted
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Being able to move the email window as needed
When typing out an email to a contact, I'd love to be able to drag the email window to a different spot so I can look at some info on the contact record that's looming behind it.
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Same Name + Mobile Number Update Contacts Automatically
We had a user call in that suggested we allow contacts to automatically update based on same name + mobile number, along with our existing parameter of leads updating based on email address
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Bulk Search or Remove in Drips
Searches for those prospects in particular campaigns and removing campaigns in bulk from anyone on that campaign with a quick one button click
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Custom Quick Search Options
Prebuilt quick search buttons for "hot" activity of a lead on Dashboard - such as clicking links, opening mail, logging in (if API connection to website) etc.
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Website Activity in Daily Update Emails
Include the Website Activity on Daily Updates emails to keep track of web signups, etc.
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Add Contact Type to Lead Import Setup
Add Contact Type to the FB connection mapping options.
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Quick Assigned Change Button for Drips
Add a 1 click button on the campaign tab within a campaign to change Campaign to come from Campaign Initiator to Any other agent or assignee (instead of having to do that change one-by-one on each of the pieces of content)
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"John Smith" sample data
If we are paying customers then any sample from "John Smith" should not exist. I dislike receiving "Your LionDesk Daily Update" with "John Smith" data in it. I'd rather see nothing, if I have nothing.
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integrate with MFRMLS (Central Florida)
integrate with MFRMLS (Central Florida)
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integrate with SEFMLS (Miami, Southeast Florida)
integrate with SEFMLS (Miami, Southeast Florida)
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Integrate with Zendesk Chat
We use Zendesk Chat in our websites. Please integrate with Zendesk Chat and to allow adding capturing leads from Zendesk
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Share Contacts with Lion Desk Users who are NOT on your team (lenders, co-listings, etc)
Hello LD and All,
Please vote for this change that will make out lives easier and make lion desk more money, Sounds like a no brainer to me.
Simply add a "Share contact with other lion desk users" and allow us to select people who are not team members.
As you know, we can add team members and share ALL contacts but not all with some and a few with others. I want to have my team but be also able to collaborate with other outside agents and lenders and share notes and contact info. There is a "Share lead"
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View uploaded documents on mobile app...
I would like to see the ability to view client documents from the mobile app. The ability to scan in client documents such as listing agreements and buyer disclosure forms is fantastic, but I would really like the ability to view these documents while on the go from the mobile app. I know there are some other products such as "Insightly" that include this feature.
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Add an option to add Secondary Contact option
Ability to add a secondary contact option instead of just having it as spouse. To cover if it's a business partner or just a Life partner- Susie Huxford
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Able to delete Contacts from the Reporting Tab
Able to delete Contacts from the Email Reporting Tab
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Need a way to attach a contact to text message. For example, vCard (with the extension .vcf)
Need a way to attach a contact to text message. For example, vCard (with the extension .vcf)