Top Ideas

  • 2

    Expense tracking module

    Helena · 0 · Posted

    It would be a cool feature to be able to track expenses for each client or to allocate an expense to a contact within Liondesk. 

  • 2

    Being Notified of New Website Activity

    Sierra · 0 · Posted

    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. 

  • 2

    To be able to search by multiple names at one time - or other fields.

    Sierra · 0 · Posted

    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. 

  • 2
  • 2

    Description when hovering over buttons in LionDesk

    George · 0 · Posted

    It would be helpful to have descriptive text when hovering over buttons such as the red check that marks tasks as complete in LionDesk.

  • 2

    Ability to assign Deals and Properties to other team members

    George · 0 · Posted

    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

  • 2

    Bring the Calendar to the mobile app

    George · 0 · Posted

    It would be nice to have the Calendar feature added to the mobile app.

  • 2

    Attach documents to properties

    George · 0 · Posted

    Would assist in property management to have the ability to add documents to a particular property.

  • 2

    Allow sharing specific tags or turn team sharing on for individual team members

    George · 0 · Posted

    It would be great to allow the sharing of contacts tagged with specific tags or turn team sharing on for ionly individuals on a team so that an assistant or lender can see contacts that you don't want to share with all team members.

  • 2

    Allow using Home Phone and Work Phone from the Power Dialer

    George · 0 · Posted

    Sometimes a contact has multiple phone numbers and it would be nice to be able to queue these in the dialer if they don't answer on the primary number.

  • 2

    Edit in column mode

    George · 0 · Posted

    It would be helpful if you could select data in the column view of the contacts page and edit directly.

  • 2

    Email notifications for text leads

    Sierra · 1 · Last reply by David Anderson

    It would be useful to get email notifications when someone texts your shortcode, as well as distribute those text leads to other agents on your team.

  • 2

    Recurring emails

    Sierra · 1 · Last reply by Howell Silverman

    Be able to set a recurring email in a drip campaign to go out on the first of the month instead of a certain amount of days out. This would be used for newsletters, and in those instances that drip campaigns are put on a contact in the middle of the month - they still want the newsletter to go out on the 1st of the month. 

  • 2

    Text and Email Campaigns: can we have weekend options please?

    Dick Carr · 0 · Posted

    Can we make the email and especially TEXT campaigns so we have the option to have them not go out on a weekend? For example, when I used Top Producer it gave me an option if it fell on a saturday I could move it back a day to Friday...if it fell on a Sunday, I could move it forward to Monday...I cringe when it sends out texts on Sunday morning...It jolts my own faith convictions and I don't want to offend others either...thanks, dc

  • 2

    Auto Pilots: Timing Rules

    Jeff · 0 · Posted

    Auto Pilot Rules- Timing Rules such as  “within 1 mins but only During Business Hours” no 3AM auto text to new inquiries, ability to set business/texting hours, I would like to defer the 3am auto reply text to 9AM for example

    Timing Rules such as same day at 5:00PM but at least 1 hour has passed (for example new leads that come after this time it won’t instantly send message but will wait the time period)

  • 2

    Stop texting contacts but continue emailing

    Jeff · 0 · Posted

    Ability to remove contact from Auto Pilot Text/SMS but continue emails and other events (some say don’t text me just email me—for example) 

  • 2

    Skyslope integration

    George · 0 · Posted

    A lot of users utilize Skyslope for transaction management rather than Dotloop and it would be nice to have an integration with them.

  • 2

    Task/Event Reminders

    Linny · 0 · Posted

    It would be really nice to have a "Reminders" field for tasks like I had in my Google calender. It would allow me to set up multiple reminders/notifications and how I wanted to receive them (email, push notifications, text) before an event so that I never missed anything. I spoke to one of your reps and he told me this wasn't available. It would be awesome if LionDesk had this feature! Any chance there is a work around?

  • 2

    Search by characters or part of a word with wildcards within certain fields.

    2minutetour · 0 · Posted

    Need to be able to search by certain data or characters within a first or last name. For example, I want to search by the "@" but only in the first or last name for all of my contacts. You don't have the ability to do that. Sometimes leads will be parsed with the email address as the first or last name. I want to be able to find those in order to change that in that contact.

  • 2

    Need to be able to mass delete one tag, but not all

    2minutetour · 1 · Last reply by Rick Tibbitts

    There is no ability to delete only one universal tag from a group of leads but not all the tags as is the current situation.  You can only delete all tags or nothing.  You can't just mass delete a certain tag.