LionDesk V2 CRM Ideas Portal

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

Make an easy way to convert a contact into a transaction with a click of a button.

When a contact is at a point where they are ready to sell I would like a way to click a button within the contact view to convert that contact into a transaction and fill out all of the transaction details there. There seems to be a general disconnect between the contacts tab and the transactions tab so more connectivity would be great.

  • Guest
  • Feb 20 2023
  • Attach files
Copyright LionDesk, LLC 2020