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July Updates

Francesca Gentile 4

We have been listening to our LionDesk users and have rolled out some changes and some fixes that have been requested. They are now live and active in your LionDesk accounts!

Our Updates Include:

  • Emails to spouses are now tracked on the contact’s profile
  • Files & documents uploaded on a contact’s profile are now available as attachments when sending emails

Bug Fixes Include:

  • LionDesk tags are now placed where specified in texting template field
  • Mailing event dates (delivered, opened, clicked) now match activity log dates
  • More Google Calendar events are allowed to show on calendar page
  • No default lead source added to Deals if there is no contact attached
  • Attachments are now included in shared folder templates
  • Spouses can unsubscribe from emails
  • Recurring task dates are more accurate for close-in start dates
  • Names of private contacts now show on shipping labels
  • Sorting by number of autopilot tasks more accurate

Also stay tuned for an upcoming enhancement…

  • Direct mail integration
  1. Sorry I know you guys are all busy, and me I’m new to this whole CRM thing. I am a newer agent, and will actually be in partnership with another agent. How does the pricing work for such, and is this really user friendly as I seem to not be as computer savvy as I used to be.

    • Francesca Gentile Francesca Gentile

      Hello Jami! Well, first of all, welcome to LionDesk! Pricing works $25/month per agent or $250/year. Have you signed up for a free trial yet? And yes! We are very user-friendly with lots of guides, demos, videos, and articles to help you get started!

  2. Hi-
    Is there a bug tracking webiste? Are you guys aware that the e-mail reporting search section doesn’t work at all? I’m trying to find a report that will show me my most effective drip campaign e-mails, and there doesn’t seem to be one.

    Thanks.

    • Francesca Gentile Francesca Gentile

      Hello Matt! It should be working so I would contact support@liondesk.com to talk to a support hero and see if they can resolve the issue and pinpoint the root of the issue. Thank you!

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