Tasks from Transaction Plans Assigned | LionDesk V2 CRM Ideas Portal

Tasks from Transaction Plans Assigned to Contact

Transaction tasks need to be linked to the person the transaction plan is for.

I create transaction plans for clients when they go under contract and I have multiple transactions going on at once. What good is a task for a transaction if you don't know who it is for. It is super clunky to have to go into the transactions that are not ordered by date and figure out which tasks need to be done rather than appearing in your task manager assigned to a specific contact and transaction.

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Jun 3 2020

LionDesk Transactions

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guardian stone commented

9 Aug 02:02am

It's challenging to ascertain what a task is for without duties being allocated to a contact or a listing. When there are many transactions in my LD-CRM, how am I supposed to identify which property to order sign posting for or study the preliminary title report.

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David Chrisp commented

14 Jul, 2020 12:14am

Without tasks assigned to a contact or a listing, it's makes it difficult to determine what that task is for. How am I supposed to know what property to order sign post up or review the preliminary title report when their are multiple transactions in my LD-CRM.

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