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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
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