LionDesk V2 CRM Ideas Portal

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) Also very important to be remedied quickly - on the Home Pa...

We have a transaction manager who adds/updates our accounts and it would be beneficial for that admin to have the access to reassign anything within the system, including deals.

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.

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.

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.

Transaction tables should be able to be configured. Based on data or columns. As of now you just have a title, address, type, stage, set value, and commission. These tables should work like the contact tables. Choose the columns you want to appear...