LionDesk V2 CRM Ideas Portal

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

Transaction Desk

When I have a contact and I want to create a transaction in transaction desk- I do not have the option to use any of my transaction templates that are preloaded into the transaction desk platform.


For example, in transaction desk- I have certain "transaction templates", these templates have forms already preloaded depending on the file type. It makes my job a lot easier.


Yet when I import a contact from Liondesk to Transaction desk, this option is not available. Please fix

  • Guest
  • Sep 22 2022
  • Attach files
Copyright LionDesk, LLC 2020