Customer Requests

Please bring back the check offs for emails and texts. We send the emails through another system for documentation and are being forced to skip each of these tasks now. Sometimes I've already communicated things inside the email template and want to document that this is completed, not skipped.

I'd love to have a default time for tasks due across the account. Like, always set it to 5pm and only adjust it if there is a process due date that is "5 minutes after" or something like that. It could obviously be adjusted but then if it was due 1 day later, it would just be due by 5pm on the next day, not exactly 24 hours later. Or if a stand alone task is created, it would default to being due at the global default and then could be adjusted as needed.

It would be nice to have the ability to export or download the Process Performance and Team Performance metrics that is seen on the Dashboard so it can be added as part of strategic planning and performance reviews.

It would be nice if we could "Reply All" when emailing.

Allow the capability to attach large files. We currently have to go back to our email provider to send emails with large files which defeats the purpose of sending emails through LS

Customers need the ability to automatically switch extension routing behavior (e.g., “ring user” vs “send to voicemail”) based on defined schedules or working hours. Currently, this requires manual daily changes, which is not sustainable for teams operating across shifts, after-hours coverage, or rotating staff. A scheduling-based routing option at the extension level would allow teams to: Automatically route calls to users during working hours Automatically switch to voicemail or backup routing after hours Reduce the need for manual toggling between settings Improve reliability for maintenance and after-hours support teams Avoid requiring multiple phone numbers for different coverage setups This would significantly improve operational efficiency for teams managing shared or rotating phone coverage.

Hi LeadSimple Team, We have APMs who report to PMs. Currently, PMs must remember which processes their APM is handling and use search to check progress. It would be helpful to allow PMs to view only their assigned APM’s task list. Right now, the setting appears to be all users’ task lists or none. A manager/direct-report task visibility option would improve oversight and efficiency without exposing unrelated users’ tasks. Thanks for considering it.

The original auto entry of a lead into the sytem creates an automatic phone call trigger. Within the workflows, though, you can automate the text messages and emails but not the phone calls. The phone calls should be automated to call directly (as an option) and simply go down the list, call after call, during a set period of time each day or on certain days.

Have a unique notification setting for voicemails. Let it be a bell/email/etc, we need some customization on calls vs voicemails.

The number of phone calls I get each day drown out the bells I get from my team. It would be great to have the notifications show up directly on the phone menu rather than as a bell.