LionDesk V2 CRM Ideas Portal

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Transaction tasks triggered based on prior task completion

V1 had the capability to trigger a task based on the completion of a prior task. much of our business is based on previous items completed. For example, once the inspection is completed, have a task trigged to remind me 2 days after to ensure the report was received. Having this feature added back for V2 would be ideal.

  • Guest
  • Nov 3 2022
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