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

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

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!

It would be great to be able to quickly glance at what tasks were completed and what tasks were deleted in the list. Currently it is impossible to distinguish between them. Recommend deleted tasks be grayed out or lined out in red in the completed task list.

Be able to add or delete tags from contact list page instead of having to go into the contact file page

Need to be able to sort contacts without a specific tag 

Dear awesome Lion Desk,

Please consider developing an “action-based” marketing format in Lion Desk.

Develop a campaign that could send someone a text automatically if they open an email.

As an example... The auto email sends them a list of homes and if they open the email/click links we can then automate a text to go out 20 minutes later that reads…

”Hi John, Just curious if you saw anything on this weeks list that was of interest?”

I'm often on a LionDesk page that I want to keep open, but I also need to pop open a contact record. It would be a GREAT ENHANCEMENT if when you search for a contact using the "Search Contacts" field in the top right corner, if it would either open the contact in a new tab, or let you CTRL-CLICK so that it opens in a new tab. I know the new version is coming out in the foreseeable future, but if this isn't included, any chance it could be squeezed in?

The Template view in the Marketing tab is nice in that I can see on one screen all of the created content including text and emails. But I can't see the schedule of delivery for those items as they are applied in the auto-pilot tab.

The auto-pilot tab is nice in that I can see the sequence and timing of all emails and texts, but I can't see the content of the emails in that view.

It would be nice to have an option in templates to display all text AND email content, so you can really get a feel

There is currently no way to view the Calendar view on mobile for tasks. I need the ability to be able to see, in calendar view, all of my tasks in LionDesk, ideally integrated with my normal Google calendar.

A few ideas of how to accomplish this:

1) Add Calendar to the LionDesk mobile app

2) Add ability for 2-way sync with Google Calendar, so LionDesk tasks show up on Google Calendar as well

3) Add iCal subscription option, so we can at a minimum subscribe to the LionDesk calendar on iPhone/Android.

As unacquainted as Top Producer is, not desirable, but they had a great way to set up a drip campaign of tasks with manually editing content, adding attachments and date setup.

This could eliminate the use of "drip campaigns" and property "transaction plans" into one management plan system that could be applied to both clients and transactions.  Making it very flexible and functional.

If I could just get a few features from that system melded into this one. LionDesk would be an ultimate CRM contender.

Any response to this feature?

Right now, the only real place we have to customize the campaign emails we send other than text is the emailsignature field.

I'd like to see one MAIN variable added right away, and 2 others added as well.

First one (high-priority): {{brokeragename}}  Many of my emails contain my brokerage name.  As we just went through a name change and rebranding, I have to search and replace each instance by hand.  Would be MUCH easier if this were a variable / Liondesk code.

Second two variables would be {{emailheader}} and {{emailfooter}}.  Would allow for some HTML branding to make emails look