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Date & Day Variable LionDesk Codes
to add "Date & Day of the Week" as LionDesk Variable Code? I would like to insert that onto subject and sometimes in the body of the email so the date automatically changes depending on the day the email is sent.
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New Deal Fields
Deals section - Edit the fields on a new deal, but will settle for making the closing date, commission, etc not required to create the new deal.
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Auto responder for missed calls
If a client calls in and the agent is unable to answer, it would be beneficial to send a text auto response to let them know we'll be with them shortly.
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Grey tasks on calendar
Instead of greying the completed tasks on the calendar, just remove them all together so only things that NEED to be done are showing.
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Integrate with Outlook Calendar
Have an automatic integration with Outlook without Zapier, including the outlook calendar AND emails.
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Agent Task - Email Reminder
for agent task email reminders - can you allow the note/subject text to be included in the body of the email when the reminder is received? currently just the basic contact info for contact & name of drip show up.
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Be able to edit the "Add Activity"
Being able to edit or add option to the "Add Activity" area on LionDesk.
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Birthday, Anniversary, spacial dates year should not be required
Birthday, Anniversary, spacial dates year should not be required. It is not often I know the year of my contacts special date. 9 times out of 10 I just heard "It's my birthday today" and make note of it. I currently have to type 0000 as the year in order for the system to save the date.
I still like having the year field if I happen to know it but I often do not.
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OPTION TO APPLY NEW UPDATES TO DRIPS TO ALL THE CLIENTS.
Gary Nelson requested an option to apply all new adjustments to drip campaigns apply to the previous clients as well. Instead of having to re-add them to the drips. Option to apply to all in a way.
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Dotloop integrations for KW agents
Currently, DOTLOOP integration only works with a limited account [blue interface]. KW Agents have a different portal and the integration does not connect via LionDesk at the moment. Make this available to all DOTLOOP interfaces.
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Option to delete all Add Activity options as well as Text message sent as well.
Option to delete all Add Activity options as well as Text message sent as well.
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A way to add more intuitive campaigns and option to trigger a campaign based on a status
A way to add more intuitive campaigns and option to trigger a campaign based on a status
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Ability to type in the Birthday/Anniversaries and set an automatic reminder.
Able to Type in/ or when imported in, have the Birthday/ Anniversaries show up in the Calendar.
Also be able to receive reminders of the birthdays and how old they will be.
Able to trigger a reminder to yourself the day before for the birthday coming up as well.
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Please add TWO assignee boxes!
When we are on a team we may have more than one agent on a file and currently we have the option of only assigning one agent.
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Upon saving new contact resolve to contact record
Please have LionDesk resolve to the contact I just entered when saving the new contact record. There is almost always additional information that I need to enter including activities, emails, etc that are not available on the input screen.
So the steps are enter new contact, hit save, search for contact just entered. I don't understand why the logic requires this last step.
Thanks!
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Track commission with details (averages, referral fees, bonus, etc)
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.
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CLOSINGS - More Features for Closings
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.