LionDesk V2 CRM Ideas Portal

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This feature is one that can help agents stay on top of their business and to add it without thinking that through is disappointing. Agents should be able to add as many plans toa transaction that they want because we all do business differently and plans should be able to be removed. As it stands you force someone to have to not have room for error and if they accidentally add the wrong plan or they need to add new features toa plan they have to recreate an an entire transaction to do so which is antiquated. In the meantime, your videos should reflect these negatives so people are aware of what to expect its only fair. Had I known there was only one plan option and no way to delete a plan I would have been more selective and careful.

  • Guest
  • Dec 22 2020
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