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I would like the ability to duplicate or copy a transaction. I work a lot of double sided deals so this would save me time if I only had to duplicate then add the task template I needed. Thanks!

Feature Request
Posted by Megan Owensby ·
2 comments

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Comments2

  • Brett Keppler

    Team•

    Aug 20

    @Megan Owensby - so we’d copy the task name/type and transaction parties? What else would you want to have copied? Notes, documents, etc.

    • Megan Owensby

      •

      Aug 27

      Copy transaction parties, contract, details, etc.