I was able to reduce our video using the program suggested in the help articles. However, once I sent the video as a text, the video was illegible. We really love this feature and are excited to get it sent out to our clients. However, we need a way to be able to have the video be of business quality first.

As always, thank you for your help!

Presently under the filter option "Other Contact Dates", there is just an option for a date range. It would be great to have a couple of options like "Last 2 Days", "Last 5 Days", etc. This would be a filter you could then set up that would be dynamic, so I could save that filter and have easy access when I just want to see who I've contacted in a specified period of time, and that time would dynamically change. Hope that makes sense.

I appreciate that LionDesk is careful when a user clicks "Delete Contact" and requires a second confirmation before deleting. I suspect in 99% of the cases someone clicks "delete", they really intended to do so. So for the 1% that's being protected, instead of requiring to take your hands off the mouse and then type in DELETE, could you just have a confirming check box for deleting? It would be quicker and conform to what every other application does with the "are you sure" kind of confirmation.

When I'm creating a drip and choose: Email Contact -> Select Folder, the items listed there are not alphabetized. I'm guessing they are in the last created date order, but I really would prefer this list to be sorted alphabetically. I have some folders with over 120 templates in them. It's very tiring to scan through these where there is no real organization other than the date the templates were created.

I'm just starting with LionDesk and have hundreds of past clients that I want to set up on a drip campaign. I have no doubt that in time, I may want to change a template that's in the drip campaign or add other templates to the campaign. If I understand the current system, there is no option to change or add to a previously applied drip. So if I made a mistake or missed something when first creating the drip, I'd need to remove the drip from hundreds of clients, modify the drip, and then reapply it again to hundreds

What is the point of uploading documents if team members can't see them?

Documents should be shareable to team members, so that they don't also have to upload the same document

Currently, if a task is to be associated with a Property, you must go into the Property Screen and Add a Plan.

There should be an optional Property Field whenever you add a task (from the contact screen, from Task menu, etc.)

No database changes are needed, simply add the optional field

Being able to share contact lists, without having to create the lists per account

I have people on a list I'd like to search for via my teamates page

1.) Currently Liondesk only allows one campaign to be automatically assigned once a team member claims a lead. Ideally it'd be nice to be able to automatically assign multiple campaigns once the lead is claimed. One for nurturing, and the other a text/email campaign prompting a response that shuts down automatically once the lead responds. The problem I'm facing now if once the lead responds, it shuts down the entire campaign and I'd like them to continue receiving nurturing top of mind emails. So my solution would be two separate campaigns assigned the moment the lead is claimed, and the

Can you please work with Mojo to integrate your services and have full 2-way sync like WiseAgent and Top Producer. I spoke with Mojo and they said they have been in contact with you and want to do the integration because a lot of their clients are using LionDesk. They are just waiting to hear back from you. Please call Mojo.

Will there be an ability upload videos and send to your contacts via cell phone soon? It seems as if you can only record videos. Not sure about emailing from phone. But I often record ad hoc videos and later want to sent them to my clients. Thanks!

Too often I find myself having to navigate to access the contacts page to add a new contact. Since adding new contacts is a PRIMARY function, shouldn’t there be a button at the top to do so, no matter what area your in? That would help speed the process by a few seconds when you get a new hot lead. Also, adding to the app would be great as well.

Description

Contacts who unsubscribe to the assigned team member should not be unsubscribed from the rest of the team, only the person whose content the client didn't want to receive. Other team members or the owner of the lead should be able to contact them via email. 

Most of my clients have a different last name from their spouse. Even if married. The system does not account for this in mailing labels and emails. This needs to be addressed. Something as simple as printing mailing labels takes a lot of back tracking to update the ones that print incorrectly.

Also when entering first names for email you need to enter both into the first name box. The spouse name should auto populate in an email if that is needed.

I would like to be able to have leads routed into the CRM assigned be 2 auto pilot drip campaigns, 1 that is text only and will automatically discontinue upon reply and 2 and email/phone call campaign that does not discontinue. 

Please allow us to schedule a one-off text in advance like we can for emails.

Please allow for the uploading of .vcf (contact card) files to the document center so they can be attached to the first email of a drip campaign.  This would allow me to easily be entered in their contacts and include all of the emails, phone numbers, etc. that I use without having to explain that to the user. (i.e. Text-To-Cell vs. Cell Phone)

This would REALLY help with spam issues many are having, even though there are other ways to solve that.

Allow the use of Date fields from in the contact data base such as Birthday and Anniversary to be the basis for a recurring task.  An recurring auto-drip campaign can be set up to send Birthday or Anniversary email templates or texts to the selected contact based on on the date field. Now a specific calendar task must be set up separately for each contact.