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Be able to modify the table in property manager.
Be able to modify the table in property manager.
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Have Home* Main Office *Branch Office*Second Home*Investment address available during a contact import for all contacts that have more than one address.
Have Home* Main Office *Branch Office*Second Home*Investment address available during a contact import for all contacts that have more than one address.
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Specific Date customization in Transaction Plans
Z Contreras requested a way to add a specific date to Transaction plans. She wanted a way to be able to choose a reminder specific to that plan for a specific date. And more options for the Transaction plan overall.
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Add the ability to add custom "Contact Status"
I am a lender using the platform as my primary CRM. The default "Contact Status"s available in LD don't fit the business model very well. Is it possible to add the ability to customize "Contact Status" rather than just using the default (New, Prospecting, Active, Future, Closed/Inactive...)
Thanks!