LionDesk V2 CRM Ideas Portal

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Add a screen on the Homepage with the most important current leads

I want to have easy access to all my current buyers and potential upcoming sellers that I need to stay on top of at all times, what I call "my now money".

I would like a window on the homescreen that has the client's name, condo or house, address (if it's a potential seller), neighborhood (if it's potential buyer) dollars amount and time frame.
I want it to be the first thing I see when I open my CRM.
It would be easy to "tag" the client Now Money in their contact card and they would automatically appear in that homepage window. It seems like such a crucial an obvious need to me...

Thank you.

  • Guest
  • Nov 21 2020
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