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Direct Mail Integration in Campaigns
It would be awesome if you could add integration to LOB or click2mail so we could direct mail postcards and/or letters automatically as part of a campaign.
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Automated Birthday Reminders every time you put a date in the Birthday field.
Automated Birthday Reminders every time you put a date in the Birthday field. Reminder can be set a week in advance as well.
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It would be beneficial to add an ability to configure a double opt-in for leads that provide an email address to increase our email deliverability
I used to use InfusionSoft as my database and it was far too complex for what I needed... and it really wasn't meant for real estate. One key feature they offered was email double opt-in... and this is an essential tool for improving email deliverability. Could we add this feature to LionDesk for this very reason? It would also save time continuing to follow-up with leads that really aren't leads.
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be able tp upload your Logo in the Signature and Pictures
be able to upload our Logo and pictures in signature
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Need a way to postpone a campaign if it falls on certain days that customers do not want to receive texts. Such as my customers do not want text messages on Sunday morning but I have not way to filter those specific times out.
Need a way to postpone a campaign if it falls on certain days that customers do not want to receive texts. Such as my customers do not want text messages on Sunday morning but I have not way to filter those specific times out.
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Certain data bases are very slow to load. Primarily the dashboard and recent activity and the texting center.
Clearing the browser cache does help but not for very long. It is not feasible or desirable to be clearing the browser cache once a day.
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Ability to purge unsubscribes within date ranges.
I have over 10,000 contacts so eliminating unsubscribes to make things more managable would be a big plus. Unsubscribes end up getting counted in total sends and total contacts. It would be way to tedious to do them one by one from the email reporting section.
I mention within a date range as I like to export the full data base including unsubscribes and it is very useful in analyzing data as in leads from zillow and realtor.com and agents assigned to and price ranges.
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Need a way to attach a contact to text message. For example, vCard (with the extension .vcf)
Need a way to attach a contact to text message. For example, vCard (with the extension .vcf)
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Able to delete Contacts from the Reporting Tab
Able to delete Contacts from the Email Reporting Tab
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SRAR South Land Regional Association of Realtors MLS.
SRAR South Land Regional Association of Realtors MLS.
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More Tracking for Opens and Clicks of emails and links.
More Tracking for Opens and Clicks of emails and links.
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Add an option to add Secondary Contact option
Ability to add a secondary contact option instead of just having it as spouse. To cover if it's a business partner or just a Life partner- Susie Huxford
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View uploaded documents on mobile app...
I would like to see the ability to view client documents from the mobile app. The ability to scan in client documents such as listing agreements and buyer disclosure forms is fantastic, but I would really like the ability to view these documents while on the go from the mobile app. I know there are some other products such as "Insightly" that include this feature.
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Ability to type in the Birthday/Anniversaries and set an automatic reminder.
Able to Type in/ or when imported in, have the Birthday/ Anniversaries show up in the Calendar.
Also be able to receive reminders of the birthdays and how old they will be.
Able to trigger a reminder to yourself the day before for the birthday coming up as well.
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Share Contacts with Lion Desk Users who are NOT on your team (lenders, co-listings, etc)
Hello LD and All,
Please vote for this change that will make out lives easier and make lion desk more money, Sounds like a no brainer to me.
Simply add a "Share contact with other lion desk users" and allow us to select people who are not team members.
As you know, we can add team members and share ALL contacts but not all with some and a few with others. I want to have my team but be also able to collaborate with other outside agents and lenders and share notes and contact info. There is a "Share lead"
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Able to move documents from the Uncategorized folder to any folder / contact
Able to move documents from the Uncategorized folder to any folder / contact in the Generic Folder List.
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A way to add more intuitive campaigns and option to trigger a campaign based on a status
A way to add more intuitive campaigns and option to trigger a campaign based on a status
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Integrate with Zendesk Chat
We use Zendesk Chat in our websites. Please integrate with Zendesk Chat and to allow adding capturing leads from Zendesk