LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
It would be helpful to have "Listing Appointment" as a key contract date so that I can assign tasks of creating CMA, Listing Appointment, etc prior to the Listing Appointment date
Guest
Nice
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NIce
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Hi Lions,
You can custom create Key Contract Dates. This will allow you to schedule emails, texts, and reminders, based on the Key Contract Dates you create. I added a help article below that will show you how to create Key Contract Dates.
https://liondeskv2.zendesk.com/hc/en-us/articles/360050428052-How-to-Add-More-Dates-to-the-Key-Contract-Dates
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