LionDesk V2 CRM Ideas Portal

Well, all my old info in properties doesn't syndicate over which is a huge problem unless i want to input the past three years of info in. Also, this is different because in properties i could export them as a whole list (easy way to get all my past clients in one file in order) and this one doesn't seem to have that function......

Hello everyone.

In the new LionDesk, we have renamed "Properties" to "Transactions." The new and older version function in the same way. You can upload transactions into your pipeline to track the transaction through different stages. You can also create and assign a property plan to trigger, emails, texts, an task reminders on key contract dates. I added an article link below that will show you how to navigate transactions https://liondeskv2.zendesk.com/hc/en-us/articles/360032758431-How-to-Create-a-Transaction