LionDesk V2 CRM Ideas Portal

1) In Transactions, we need the ability to apply more than one plan (IE a new listing starts out with a Listing Plan, but then needs an Under Agreement, and then a SOLD plan attached to it) 2) Also very important to be remedied quickly - on the Ho...

In V1, I sent a link to the transaction plan web page with due dates, completion progress to my clients every morning so they could see where we are in the process and know items they were responsible to complete.

I wish there was a way to add/import transactions in bulk. We are migrating a lot of active contacts with whom we are having to go in manually to create deals/transactions. Would be nice to be able to map these fields during import. Also, adding c...

I am not super happy about the idea that I have to go create completely new task plans for transactions when I already have several created in the old version.

I would like to see more "Important Dates" added to the Transaction Coordination side. (Appraisal, Loan Deadline,) Along that line create custom Important Dates.

It would be great to have the option of entering in a date rather than have to count the number of days from the beginning or the end for each task.

It would be great if we had the ability to print or save the transaction details and contacts page within a transaction for hard files, etc.

Would like to add transactions features to mobile app.