How to use the NEW Transaction Management system in LionDesk V2

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Learn how to use LionDesk CRM for maximum conversion of your leads, past clients and sphere of influence.

LionDesk solves the problems most agents face of:
- Forgetting to follow up on important tasks
- Losing deals because leads fell through the cracks
- Knowing what to do each day to stay in massive action

Known as the most affordable and easy-to-use CRM for sales professionals and small businesses, LionDesk allows you to go from Lead to Close in a highly customizable platform.

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Does transaction management send out notifications to the contacts you add to the transaction to let them know an inspection deadline is coming up or when due diligence is expiring etc? That's what I need. I use folio timeline for this but I want a system that has everything so that I can streamline my processes for my team.

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Are you able to share transactions with the broker?

KatieSaltAndCedar
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