LionDesk V2 CRM Ideas Portal

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2 Vote

Setup a reminder inside the Deal/Transaction for Contract Key Dates?

No description provided

Created 7 Mar 06:14pm by Lauren Marinelli

LionDesk Transactions

1 Already exists
3 Vote

Input of date field instead of # of days on Transaction Follow Up Plans

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.

Created 13 Sep 09:27pm by Guest

LionDesk Transactions

0
2 Vote

Allow assignment of deals from the team member who adds the deal.

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.

Created 26 Feb 05:48pm by ANGIE KNIGHT

LionDesk Transactions

0
3 Vote

Ability to print or save the transaction information fields and contacts

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.

Created 19 Aug 08:33pm by Guest

LionDesk Transactions

0

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