LionDesk V2 CRM Ideas Portal

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

Add the items from the TRANSACTION PLAN ACTIONS to the task portion of the home page

I'm surprised this isn't already an seems my tasks for each transaction should be in my 'to do' list for the day

  • Guest
  • Oct 27 2022
  • Attach files
  • Guest commented
    2 Nov, 2023 03:44pm

    It is really silly, but I found out can find the transaction plan tasks on the legacy task tab and then migrate them. This should be resolved. A task is a task, and we should not be required to look them up in two separate places.

Copyright LionDesk, LLC 2020