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Transaction Status

I noticed that in the (transaction) purchases there is not a link for close. The current lists does not apply to the action of the transaction.

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Feb 9 2022
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LionDesk CRM V2

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Steven Lopez commented

9 Feb, 2022 07:19pm

Hello Lions,
You can edit any Transaction Type to include additional stages. I added a help article below that will show you how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360036413831-How-to-Customize-a-Transaction-Type

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