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Lion, Desk is loved by all companies including Property Agents, Brokers, Groups, Loan Officers, Home Mortgage Brokers, Title Reps, Insurance Coverage Agents, Solar companies and more. It's a total organization relationship management platform that's easy to use, personalized and inexpensive. A much better question is what does it not integrate with! Lion, Desk is an open API which simply means other software companies can easily integrate providing you the flexibility to utilize the tools you like best.

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Delighted Tuesday! Today's video covers auto drip projects in the Liondesk CRM. We show you exactly how you can set up and call your own auto pilot projects in a matter of minutes! If you have an interest in adding the Liondesk to your Representative Elite site, reach out to us on social networks or email us at [email secured] The first thing you are going to desire to do is login to the Liondesk CRM at After logging in, or if you were already logged in, you will be given the CRM control panel page.

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Continue onto the Auto-Pilot Drip Campaigns tab across the top of the page. Then click "Include new auto-pilot". Name it anything you would like. We named it Vehicle Pilot. Now click Tasks, and after that New Task to Drip. A window will appear. In the first fall menu, job type, choose e-mail contact.

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Then pick the format in which you desire the message to be sent out. We set it to" firstname, can I still assist?" Listed below that you can configure a time for the message to be sent out, That's all it takes! Reach out to us on social networks or email us at [e-mail safeguarded] if you have any questions.

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com/webinars-events-and- times Register now for Webinars at: http://agentelite. com/webinars-events-and- times Contact us at (866) 808-7711 or visit us at agentelite. com Desire to enjoy more How-To videos? Click here to enjoy more on our You, Tube Channel Wish to register or need aid setting up a part of your website? Call Read More Here at (866) 808-7711 or email us at [e-mail protected].

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