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Lion, Desk is liked by all organizations including Property Agents, Brokers, Teams, Loan Officers, Home Mortgage Brokers, Title Reps, Insurance Coverage Agents, Solar business and more. It's a total business relationship management platform that's easy to utilize, customizable and budget-friendly. A better concern is what does it not integrate with! Lion, Desk is an open API which simply means other software companies can easily integrate offering 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 establish and name your own car pilot campaigns in a matter of minutes! If you have an interest in adding the Liondesk to your Representative Elite website, connect to us on social networks or email us at [e-mail secured] The first thing you are going to desire to do is login to the Liondesk CRM at After visiting, or if you were already visited, you will be brought to the CRM control panel page.
Continue onto the Auto-Pilot Drip Campaigns tab throughout the top of the page. Then click "Include new auto-pilot". Call it anything you would like. We named it Vehicle Pilot. Now click on Tasks, and after that New Job to Leak. A window will pop up. In the very first drop down menu, task type, select e-mail contact.
Then pick the format in which you desire the message to be sent out. We set it to" firstname, can I still help?" Listed below that The Made in America Movement can configure a time for the message to be sent, That's all it takes! Connect to us on social networks or email us at [email secured] 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 Wish to enjoy more How-To videos? Click here to see more on our You, Tube Channel Wish to register or need help setting up a part of your website? Call us at (866) 808-7711 or email us at [e-mail safeguarded].
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