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Add a much larger database for link clicks in body of emails. The dashboard section contains a limited number and get buried quickly. Valuable info for us.
Add a much larger database for link clicks in body of emails. The dashboard section contains a limited number and get buried quickly. Valuable info for us. The data is in the individual contact page but it would be nice to have in one section. Maybe email reporting.
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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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Attach documents to properties
Would assist in property management to have the ability to add documents to a particular property.
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Allow tasks to have comments added to them
For instance, if there is a meeting set with multiple contacts, it would be nice to add comments to all their profiles based on that one task.
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Bring the Calendar to the mobile app
It would be nice to have the Calendar feature added to the mobile app.
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Ability to assign Deals and Properties to other team members
Similar to the way you can assign contacts and tasks to other team members, there should be a way to assign a deal or property to another member of a team
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Description when hovering over buttons in LionDesk
It would be helpful to have descriptive text when hovering over buttons such as the red check that marks tasks as complete in LionDesk.
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Display more columns on the Deals page
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.
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Add commissions as a percentage in Deals
Commissions should be able to be percentages rather than having to manually calculate an amount.
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Back end integration with RealGeeks for Video Texting/Email Tracking
There should be a way to integrate with RealGeeks similar to BombBomb that allows for the tracking of video texts and emails from within RealGeeks that have been sent through LionDesk. Love the video text and email features of LionDesk but would like to be able to track reads and receipts from within RealGeeks.
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Be Able to Sort by Contacts Without Tags
Either be able to click on the header on the contacts table, or have a filter option for contacts with no tags.
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Send Notes in Agent Reminders
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.
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Delete Text Messages
In the Texting Center under communications, be able to delete text messages to clean up that area and only keep who you're actively talking to.
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To be able to search by multiple names at one time - or other fields.
Clients calling in wanting the feature of searching multiple names, or other fields within the search bar. i.e. Smith, Jones, Anderson, Johnson, etc. And then be able to send an email to all of those people.
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Have round robin and time based roll out combined.
If an agent doesn't claim a lead it will push down to the next agent. This would help if an agent is on vacation or out sick the lead doesn't just stand there with no activity .
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Email Integration
Be able to pull ALL emails into the Contact Activity Timeline.
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Being Notified of New Website Activity
A lot of users would like to get some sort of notification when an already existing contact wants info for a new house, submits a new form, etc. It will update in the Contact Activity Timeline for a few IDXs, but they would like that actual Notification on existing clients.
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Planned
Incoming / Reply Gmail tracking
I understand that reply emails from a contact are not tracked in the Gmail tab, but within our Gmail account. It would be nice to capture those emails within LD so that all conversations could be maintained in one location vs. outgoing email in LD and then having to save the incoming or reply messages in Gmail. Thx.
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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.