Allow one transaction coordinator to | LionDesk V2 CRM Ideas Portal

Allow one transaction coordinator to create and manage transactions. with the ability to assign each transaction to the agent

have a sub account be created the transaction coordinator. The coordinator will be able to create and, or manage the transactions. Adding plans, updating information. The coordinator will be able to assign the transaction to the agent or agents that are working on the transaction. For the agents to see the status of their transactions.

Guest
Oct 16 2019

LionDesk Transactions

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ANGIE KNIGHT commented

26 Feb, 2020 05:47pm

I need this!

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Guest commented

16 Oct, 2019 11:39pm

have a sub account be created the transaction coordinator. The coordinator will be able to create and, or manage the transactions. Adding plans, updating information. The coordinator will be able to assign the transaction to the agent or agents that are working on the transaction. For the agents to see the status of their transactions.

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Allow one transaction coordinator to create and manage transactions. with the ability to assign each transaction to the agent

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Allow one transaction coordinator to create and manage transactions. with the ability to assign each transaction to the agent

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