LionDesk V2 CRM Ideas Portal

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

Associated people stored with transaction

I need the ability to add the lender, inspector, other agent, title company, etc with each transaction instead of being with the contact. The way it is now works fine for the first transaction but if doing multiple ones at the same time or follow on ones, it's a problem.

  • Guest
  • Jun 13 2019
  • Already exists
  • Attach files
  • Admin
    LionDesk Product Team commented
    June 13, 2019 14:15

    Already exists in the new Transaction platform. We haven't yet converted your V1 "deals/properties" over to Transactions, but this feature is there now!

Copyright LionDesk, LLC 2020