Navigating LionDesk
Profile
- Custom Number & Text2Sell
- 400/404 Error Google Sync
- Creating an Email Signature
- Validating Your Phone Number
- LionDesk Custom Number
- Google Sync
Dashboard
Contacts
- Your Contacts
- How to Send a Bulk Text
- Organizing Contacts
- Search & Sort Contacts
- Adding Contacts
- Deleting Contacts
Overviews
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Deals
Marketing
- How to Download Holiday Templates
- Your Marketing Tab
- Inserting BombBomb Videos into a Drip Campaign
- How To Create Templates
- Creating, Editing, & Deleting Folders
- How To Create Auto Pilot Drip Campaigns
Direct Mail
- How To Send an Individual Letter or Print In-House
- Purchasing Direct Mail & Viewing Limits
- Creating a Direct Mail Template
- Applying Direct Mail to a Drip Campaign
- Sending Out Direct Mail as a Bulk Action
- How To Create a Direct Mail Template
Communications
- Your Communications Tab
- Using LionDesk Codes
- Send and Schedule Emails
- View Scheduled Emails
- Texting Center
- LionDesk Video Email & Texting: A Real Estate Industry First
Tasks/Calendar
Documents
Reporting
Settings
- FaceBook Lead Ad Integration
- General Settings
- Routing Leads by Zipcodes to Teams
- Managing Lead Distribution Rules
- Lead Auto Response Set Up
- Managing Sub Account Admin
Mobile App
- Mobile App: How to Send a Video Text
- Mobile App: Sliding Features
- Mobile App: Home Page
- Mobile App: Tasks
- Mobile App: Filter Contacts
- Mobile App: Editing AutoPilot tasks