LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Would like to be able to add multiple plans for each transaction.When a task is generated under the transaction, needs it to reference the name of the transaction and the primary contact of that transaction
There is no way to identify the primary contact on a transaction
Guest
Hello Lions,
You can now create and launch plans for the different stages of a transaction. I added a help article below to show you how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360051737012
As for the other request regarding tasks in transactions, I merged the vote to a similar request. I added the link to the request below :
https://ideas.liondesk.com/ideas/LD-I-1286
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We have a plan for listings and then when listings go into escrow until close. Need to be able to put a listing plan on a transaction and then when open escrow, add additional plan with new contacts and steps for team involved (like escrow, title, lender, etc). Not all listings sell, so we don't want to add a huge transaction plan with many tasks that may not be used at all.
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