Click the 'Profile' icon (left down) ➤ Click the 'CRM' tab across the top ➤ LionDesk
How to connect your Liondesk account
First, you need to be logged to Liondesk in a different tab.
You need to go to L2L and follow these steps:
1. Click "CRM" and then "Liondesk V2", then click "Connect".
2. On the next page click the option "allow".
3. You will see a confirmation that you are now connected.
SEE how to connect leads to follow up plans in LionDesk!
TROUBLESHOOTING:
1. Make sure you DO NOT have the LionDesk email in your Listings-to-Leads profile. If so, take it out and save.
2. Make sure 'Source' in Listings-to-Leads for the listing or landing page matches up with the 'Source' for the follow-up plan in LionDesk.
3. If you are still having problems, change the 'Source' in both LionDesk and Listings-to-Leads to a new 'Source' but so that both still match. Like from 'Indiana Sellers' to 'IndianaSellers' etc.
DEFAULT SOURCES IN LISTINGS-TO-LEADS
Coming Soon, Just Listed, Open House and Active Listings: Buyer Lead - Listing
Pending, In Contract, Under Contract, Under Deposit, Active Contingent, and Pending: Seller Lead - Listing
🎯To 'Edit' this for your listing, click 'Edit' and then see 'Source (CRM Routing)'.
🎯 Source for Full-Screen Mobile Responsive Landing Pages can be edited in the 'Advanced Settings' for more landing pages.
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