LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Ability to click the associated contacts within a transaction

It would be nice to be able to click a contact that is assigned within a transaction and be able to see their contact information. Currently when I click into the transaction details page I see the associated contacts I assigned to the transaction but do not have the ability to simply click the contact to see their contact information. It would be nice to also be able to do this from the Pipelines view of the transaction. I can see the initials of the associated contacts but it does not direct me to their profile or contact information page. 

  • Guest
  • Aug 19 2019
Copyright LionDesk, LLC 2020