All quick search by MLS #, send property to client via email, text.

When setting an Agent Task - Email Reminder, it only shows the reminder, and none of the notes. If someone is on the go, they don't want to have to go into LionDesk to see all of the notes. An update to see all of the notes when sending the email would be ideal. 

There is a lot of white space unused on the Deals page for most displays. It would be helpful to have an option to display more columns on the page to make use of the empty space.

Upon updating an auto drip campaign, there is no way to have the new tasks added for those already on the campaign. This requires building an additional campaign for those already on the campaign. The system should be able to accommodate adding additional tasks later in the drip and update the campaign for those already on the campaign.

Have a way for the Google Sync tab be able to be shared with Team Members. Instead of having to sign out of one account and into another to view them every time. Team Members will be able to view the last correspondence/time stamp for each contact shared.  Huge time saver and requested by a Brokerage. 

Make it possible for tags to allow you to trigger actions. for example, adding or removing a tag for a borrower triggers them to come off a specific CRM or be added to a specific CRM.

1) If I click contacts, then add new contact, the office phone number field isn't present. To add it, I have to create the contact, save it, go back to the contact menu, find the contact, click view, then edit contact and then it appears. I assume this is a known issue?

2) Why is there not a default field for website when adding a contact? I use my CRM to manage clients, but also service providers, and being able to pull up a website or send it to a client is really useful. I've created a custom field, but

Integration with Orange County Association of Realtors MLS system

Custom fields associated with dates should have the option to be viewed on the calendar.

It would be nice to be able to sort by Last Text Received as a column in Contacts.

It would be nice to have an option to remove the LionDesk branding from the video emails sent out from the system.

The same way there is a saved email signature it would be nice to be able to save a default text message signature to go out on all outgoing text messages.

Here are the some examples of what we talked about over the phone. I think this would be an awesome feature for LD. The biggest benefit is from a follow up standpoint.

This would mean that we could filter every contact on the contacts page in the order we last received a message from them! (That's a game changer, thanks to the 'previous' and 'next' buttons!)

This would also allow us to use our texting templates when replying to contacts. (The text templates are not accessible via texting center, weird)

Melanie Hyer Probate & Estate Realty Team Keller Williams Realty

A way to search all contacts in the system without tags, eliminating the need to shift through all the contacts to add them individually. 

Would you add a Keyboard Command to Find A Contact.

Ctrl+Shift+F  or something easy logical like this

Finding people to interact with a continuous activity throughout the day. It would really speed up interacting with LD if that command A) Removed any filter and B) dropped the cursor into the search box so we could just type the person's first or last name. Thanks!!!

Triple Line Dialer Request

Please, be able to delete duplicate contacts from the Find Duplicates section. Makes life easier. 

A way to email templates from the Mobile App

Integrate with Five Street to make sure the leads come into the system more smoothy.

More analytics for broker/team leaders to see the activity of the agent