LionDesk V2 CRM Ideas Portal

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

Assign Transaction Plans to one or more Transaction Types

I'm writing transaction plans to automate tasks for listings, etc. I do very similar tasks for both Sale listings and Rental listings at the beginning of the listing, but I would like to keep separate Transaction types (sales, rentals) for tracking.

If the transaction Plans could be assigned to more than one transaction Type, it would solve the problem perfectly. Otherwise I will have to duplicate the steps in the Listing for Sale transaction type into the Listing for Rent transaction type.

Or at a minimum, a ”duplicate plan” button that copies all the steps and would allow you to quickly change the transaction type it’s associated with.

please help--
thank you

  • Guest
  • Apr 27 2020
Copyright LionDesk, LLC 2020