LionDesk V2 CRM Ideas Portal

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Ability to copy a transaction plan to use it for other tx type

In V2 we have to choose a transaction "type"  when creating a transaction plan. Some of the plans are applicable to buyers and sellers. It would be nice to copy or duplicate an existing transaction plan within our accounts OR simply remove the requirement to assign a transaction "type" so that we can assign a plan to several different transaction types. 

  • Guest
  • Aug 19 2019
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