LionDesk V2 CRM Ideas Portal

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

Be able to share a task with the client

It would be nice to be able to communicate with the client - each step of the transaction.  Inspection date, Appraisal done,  P&S signed etc.  so they follow the transaction along with you.  It should get enabled when  you assign a Transaction Follow Up plan.

  • Guest
  • Sep 13 2019
  • Shipped
  • Attach files
Copyright LionDesk, LLC 2020