Make transaction plan dates visible to | LionDesk V2 CRM Ideas Portal

Make transaction plan dates visible to clients similar to the transaction plan "web page" in V1.

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.

Guest
Dec 16 2020

LionDesk Transactions

Attach files

Enter a subject

1 Vote

Add a timeline for projects / marketing activities / Pre-Construction Merged

This would be useful in showing a prospective client the marketing activities and times they will occur to sell their property - as each is accomplished they can be notified that the even happened, or the task was completed. (Email or text) This c...

Created 5 Nov 02:32pm by Guest

Other

0

LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Make transaction plan dates visible to clients similar to the transaction plan "web page" in V1.

Add a timeline for projects / marketing activities / Pre-Construction Merged

Related ideas

Make transaction plan dates visible to clients similar to the transaction plan "web page" in V1.

Add a timeline for projects / marketing activities / Pre-Construction Merged

Identify yourself with your email address

Related ideas