What's new on LionDesk

CRM | Transactions | Visual Market Insights

Fix
December 03, 2020

System Update - Bug Fixes

We launched a system update that addressed the following issues:

• Tasks not deleting when trying to Bulk Delete Tasks

• Not receiving Task alerts for Tasks from Transaction Plans

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Enhancement
December 01, 2020

New Enhancement: New Look for the Contact Record!

Your Contact Records now have a new look!

With the new look, we launched a few updates that will make it much easier and faster for you to navigate through the Contact Records and get your work done. In the new Contact Record, we included the following updates:

1) More Color!!! Easier to navigate LionDesk! 2) Filter the Activity Timeline to view activities from the past 24 hours, 7 days, or 30 days. 3) Filter the Activity Timeline to view activities from different team members. 4) Activity Timeline now has infinite scroll – Less clicks! 5) Loads a lot FASTER!!! ⚡️⌛️

Check out the video below to take a look at the New Contact Record!

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Enhancement
November 09, 2020

New Feature: Access LionDesk Resources Quickly with NEW Icon

LionDesk has added a new icon that will give you easy access to LionDesk Resources!

The following icons will give you access to:

• Training Resources - LionDesk has webinars, videos, and self-guided online courses to learn how to navigate through LionDesk and how to use all the features it offers.

• Help Center - The Help Center is full of articles and videos that can help answer questions you may have about LionDesk.

• Marketplace - With Marketplace, you can find and take advantage of other platforms that sync with LionDesk that will make managing your business much simpler.

• Submit Ideas - LionDesk is striving to be the best CRM for all of our users. If you have any ideas or suggestions for new features or improvements, let us know!

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