Re: Transaction follow-up timelines. All activities currently trigger from only two points...Contract date and closing date. It would be nice to have conditional timelines. For instance... trigger an activity based on the completion of a previous activity.

Example: I collect the EMD after the inspection process is complete. To keep things in order, I would like the EMD timeline to follow the inspection timeline, not the contract date. 

If certain tasks/activities are delayed, subsequent tasks will likely also be delayed.

Thanks!

Krista Eash

A great tool to offer would be a landing page build out so leads can be funneled directly into lion desk instead of using third party

I'm new to LionDesk. I'm looking at my Contacts Filters and I can't find the "NOT" control. Surely, there must be a "NOT" control somewhere. If not, you need a NOT! Please respond. Dave 

What works well: Front end lead tracking and contact management.

Gaping Hole: There is nothing in place to track and navigate a transaction.

Suggestions:

1. Combine buyers and listings into a single table. The idea is that if you are working with a buyer - a seller - both or even a property management client that they are all revenue events. So a “deal” is anything you get paid on. You could easily have a deal “ 123 Main St or Jones Listing” and then have a value list that identifies the type of deal: Buyer, Listing, Dual Agency, Rental,

Would be great to have Routing Capabilities built into LionDesk. Something where we could put all the addresses in for a days showing tour and have LionDesk route them by time and proximity.  Would need a sliding scale to set the time spent at each home.  Just an idea.  Thanks

Realty Juggler automatically puts a link in a contacts profile linking to the properties address on zillow.. this is very helpful.  Can this please be added?

It would be much easier to have a link to edit a template directly from the campaign task list.  It's very cumbersome to go back and forth between templates and drip campaigns searching for all associated templates and tasks.

Imports are required to be in CSV format, which eliminates the ability to save numeric zip codes with leading zeros.  There should be some sort of logic/check process when importing data that asks the user if they want LD to add a leading zero to any zip code that has less than 5 characters.  OR - there should be a bulk-update option on field data based on field length.

The fields available at time of import/field mapping do not include the 'Mailing Address' fields.  If users have 'Primary' addresses for their contacts, this forces them to identify those addresses as "Home" or "Office" or some other specific address type, which is misleading. It also seems unnecessary to create custom fields for this as the 'Mailing' address fields already exist.

Addition of a bulk task which creates daily tasks for a predetermined number of contacts, but rotates the contacts until the whole database is covered. For example, 10 client calls today, a different 10 client calls tomorrow, a different 10 client calls the next day, and so on.  But all added with one bulk task. 

Would be great to be able to select the number of recipients/day, the specific task, and the rate at which the rotation occurs.  

Please add a field specific for Home Anniversary Date

Meredith Taylor- Be able to have the address linked to Maps. Ability to pull the info.

Suggestion! A filter for "Last time called" or "last call date" would be useful.

I have lots of internet leads on email drips, but my priority is to get them on the phone. So if I have emailed them 10 times but never called them, I want to make sure I call them, too.

I'm currently using power dialer to dial through my "Hotness-C" list.

(I categorize hotness as: A-past clients and great referral sources B-warm/SOI/likely to do business this year C-cold/strangers/new internet leads/who knows?)

And being able to filter for Power Dialer as "C" and "Not called this week"

Automatically add contacts to lists as they come into liondesk based not only on source but on tags and/or checking of other fields eg. email address, phone.  For example, leads come in without email addresses or phone numbers.

If phone is blank and email is blank ... add to delete contact list

If email is blank and phone is not blank add to (to be texted list)

If phone is blank and email is not blank add to (to be emailed list)

Drip campaigns (aka Action plans) need advanced functionality features.

- Ability to schedule a task based on a previous task.

- Ability select an email template and assign it to the task for delivery.

- Ability choose whether the email will go out automatically or manually. Manually would allow template to be edited for that mailing only with changing the master template.

It would be nice to be able to update fields directly from table view rather than clicking to update and the find the field to update.  

Request to integrate with Redx and Mojo Dialer- MARLENE JONES

Integration with ARMLS - Rich Astone

Description

I would like the birthday system to be better. I would like to send birthday cards to clients, their spouse, and their kids. there is no option to do it for kids or spouse unless I create a reminder and for clients it only notifies the day of. it would be a lot of work to go through all my clients and have it remind me a week before. also It would be nice if there was an house program that worked with lion desk to send gifts/cards to clients