LionDesk V2 CRM Ideas Portal

Have the abillity to delete a transaction from your pipline!

t would be useful to be able to create a transaction right from a contact's information card instead of having to go to "Transactions" every time.

When a transaction moves to the next stage we need to send certain emails to title, the seller, buyer and agents. For example, when it moves to "Under Contract" we need to send an email to the seller (or buyer), the other party's agent, and to ti...

The task reminders for the plans should indicate for which transaction it is for.

In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...

Although the tasks are useful, there are always going to be odd things about a transaction that will need to be noted and wouldn't be appropriate as a task. I would love to open up a transaction and have a "Notes" section

Agents have calendar year GCI goals to reach for their business plans and for award purposes. The income displayed in the "Won" category at the top should reflect our goals, which would keep track of our income won for that calendar year.

have a sub account be created the transaction coordinator. The coordinator will be able to create and, or manage the transactions. Adding plans, updating information. The coordinator will be able to assign the transaction to the agent or agents th...

Transaction tasks need to be linked to the person the transaction plan is for. I create transaction plans for clients when they go under contract and I have multiple transactions going on at once. What good is a task for a transaction if you don't...

This feature is one that can help agents stay on top of their business and to add it without thinking that through is disappointing. Agents should be able to add as many plans toa transaction that they want because we all do business differently a...