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.

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
Copyright LionDesk, LLC 2020