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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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24 hour format
I personally do not use AM or PM. I prefer a 24 format. Anyone else on board with me?
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Ability to print and export all campaigns/plans and templates
Sometimes it's easier to re-evaluate my content and procedures on paper before making any system changes. The ability to print and export all campaigns/plans and templates would work great.
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Make open house app work offline
With the mobile house tool being developed, it'd be nice if this app or function was available offline. Open houses are often going to be set up with an iPad that might not have access to wi-fi.
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Remove LionDesk branding from video emails
It would be nice to have an option to remove the LionDesk branding from the video emails sent out from the system.
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Sort by Last Text Received
It would be nice to be able to sort by Last Text Received as a column in Contacts.
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Forward Leads
Way to assign/forward leads to other realtors even if they don’t have LD account or maybe not my team and its a one off lead.
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Deals Section updates
"Ability to Add goals,Also add quick buttons to see pre-selected date values “Sales in Year 2016”, last 60 days etc, Not by typing the date. Expected Close dates taken to account in numbers even if property hasn’t sold. Its cool when it says. “Your killing it!” when you closed a deal, maybe add more motivation messages, even for other events. You got 10 SMS replies. or 20 new leads this month etc. Show more graphs on this"
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Click to Call Update
Allow users to select a one time call back number for an individual call other than primary phone numbers, for example if users don’t have their cell phone they can call their office line instead.
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Shorter Text Messages
Remove all extra words/extra extremely long URLS so it will not send 20 messages for one reply. make it compact as possible.
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Duplicate Campaign without Duplicating the Templates
For example if users want to use the same templates to make a more frequent contact version of existing Auto-Pilot Drip Campaign, but if you copy it the templates are copied as well
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Stop texting contacts but continue emailing
Ability to remove contact from Auto Pilot Text/SMS but continue emails and other events (some say don’t text me just email me—for example)
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Missing contact names replaced with email
When new leads are added (such as Zillow Leads) without name, the email gets inserted to Name field so we get the “Hi realtor@buyer.com, this is...” message come out.
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LionDesk Codes
Templates to have backup Merge field when Value is Blank
i.e: [[emailsignature]]
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Auto Pilot: Reporting
A way to know when emails are bad, when they are returned we should get notified somehow, similar to when I send a direct email a get a reply or mail chimp gives puts a contact record/dashboard notification but with LD there is nothing.
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Auto Pilots: Timing Rules
Auto Pilot Rules- Timing Rules such as “within 1 mins but only During Business Hours” no 3AM auto text to new inquiries, ability to set business/texting hours, I would like to defer the 3am auto reply text to 9AM for example
Timing Rules such as same day at 5:00PM but at least 1 hour has passed (for example new leads that come after this time it won’t instantly send message but will wait the time period)
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Auto Pilots: transfer campaigns on completion
Auto move Contact to new Auto-Pilot Drip Campaign when Current Campaign is finished
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Text and Email Campaigns: can we have weekend options please?
Can we make the email and especially TEXT campaigns so we have the option to have them not go out on a weekend? For example, when I used Top Producer it gave me an option if it fell on a saturday I could move it back a day to Friday...if it fell on a Sunday, I could move it forward to Monday...I cringe when it sends out texts on Sunday morning...It jolts my own faith convictions and I don't want to offend others either...thanks, dc