LionDesk V2 CRM Ideas Portal

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Place holders to upload documents

My understanding is V2 will not have the ability to upload documents to a profile or within a transaction. It would be a nice feature to be able to upload documents within the transaction as well as add a "placeholder" of sorts so that we could upload documents within that transaction. This would help with transaction coordinators and teams. 

  • Guest
  • Aug 19 2019
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  • Guest commented
    3 Oct, 2019 06:54pm

    Agree, this would be a great feature to keep each transaction coordinated.  Please do this!

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