LionDesk V2 CRM Ideas Portal

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Delete transaction plan actions when moving from one stage to another

It would be great if we had the ability to delete a transaction plan action item once we move a transaction from one stage to another. As of now, when you move to another stage, the plan action items from the previous stages are still visible in the transaction plan action list and it makes the list very long and cumbersome to navigate. Thanks!

  • Guest
  • Sep 5 2023
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