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Lion, Desk is loved by all services including Realty Agents, Brokers, Teams, Loan Officers, Home Loan Brokers, Title Reps, Insurance Coverage Agents, Solar business and more. It's a complete organization relationship management platform that's easy to utilize, personalized and economical. A better concern is what does it not incorporate with! Lion, Desk is an open API which merely means other software application companies can easily incorporate offering you the liberty to use the tools you like finest.
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Happy Tuesday! Today's video covers car drip campaigns in the Liondesk CRM. We reveal you exactly how you can set up and name your own car pilot projects in a matter of minutes! If you're interested in including the Liondesk to your Representative Elite site, connect to us on social networks or email us at [email protected] The very first thing you are going to desire to do is login to the Liondesk CRM at After logging in, or if you were currently visited, you will be given the CRM control panel page.
Continue onto the Auto-Pilot Drip Campaigns tab throughout the top of the page. Then click "Include brand-new auto-pilot". Name it anything you would like. We named it Automobile Pilot. Now click on Jobs, and then New Task to Leak. This Is Cool will appear. In the very first drop down menu, job type, select email contact.
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Then select 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, That's all it takes! Reach out to us on social media or email us at [e-mail safeguarded] if you have any questions.
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 view more How-To videos? Click on this link to watch more on our You, Tube Channel Wish to register or need assistance establishing a portion of your site? Call us at (866) 808-7711 or email us at [e-mail safeguarded].
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