LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Our old workflow program (while it was sadly lacking in many ways) allowed for tasks to be dependent. So, for instance, in a transaction, negotiation may take several days. "Agreed upon contract" could set off a series of tasks AFTER it's completed. Then tasks don't show up as due or overdue when something else has to happen first.
This would be very helpful for transactions, but also other tasks if possible.
Ruth Sheahan
Agreed. This would be very clarifying to be able to distinguish from actively pressing tasks in the cue versus the tasks that are potentially coming up after say contingencies are removed, etc.