LionDesk V2 CRM Ideas Portal

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Adding existing contact to transaction tab

When adding an exisiting contact to transaction tab - it should be more intuitive to change client status to actively working with .

edit active campaign status - may no longer be appropriate to be sending them a drip campaign with listings if they are under contract. etc.

edit contact list client is included in

show what deal this client did with you - in an easy to see place so when you ar e talking with client you can see they purchased a 900,000 home or that they have bought and sold 3 times with you in last 5 years etc. -

  • Guest
  • Apr 24 2020
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