LionDesk V2 CRM Ideas Portal

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1 Vote

Columns for Transaction Management

under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next c...

Created 22 Jun 08:17pm by Guest

LionDesk Transactions

1 Already exists
2 Vote

Transaction Dates.

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

Created 9 Sep 04:00pm by jonathan Price

LionDesk Transactions

1 Already exists
2 Vote

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

No description provided

Created 7 Mar 06:14pm by Guest

LionDesk Transactions

1 Already exists
1 Vote

Transaction task alert

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 tit...

Created 25 Jun 05:37pm by Guest

LionDesk Transactions

1 Already exists
0 Vote

Make Task plan stages Editable

The task plan stages as they are don't align with the stages I am doing business in Canada. It would be great if we could change the names to make more sense

Created 22 Mar 08:20pm by Guest

LionDesk Transactions

1 Already exists

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