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