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Sync with Google Docs
Clients would like to sync with Google Docs so that they can have more storage space, and so they can attach documents from Google instead of importing them into LD.
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Let team members' contact activity optionally show up on the dashboard
For teams with team sharing on, it would be nice to have the option to view the contact activity of other team members in the dashboard the same way you can turn this on for other pages.
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Be able to record a video within a text message and send it then and there.
Instead of having to go into the video portion of the app, they want to be able to just select a contact, record the video there, and send it.
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Team Calendar
Instead of having to look at individual calendars, they want a calendar option to see the whole team in one place.
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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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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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LionDesk Codes
Templates to have backup Merge field when Value is Blank
i.e: [[emailsignature]]
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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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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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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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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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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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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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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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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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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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Lead Filter idea
Can you make it so I can put check marks on the leads I want to call or otherwise do something with and d have a filter allow me to then just see or be able to deal with those leads only? ie in my MLS if there are listings in a grid I can put a check in the box and above hit 'show checked only'. (or some verbiage like that) --- kind of like the power dialer so it separates those leads out. Don't want to have to have similar tags or other internal commonalities to filter it
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Need to add Spouse/Partner Last Name to import map.
Many spouses/partners have different last names.