Here are some training videos to get you up and running quickly in the NEW beta version of LionDesk.
Quick 1-minute how-to videos
Setting up your profile
Uploading your contacts
Sending a mass email or text
Sending a video email
In-depth Overviews
Getting started in LionDesk CRM V2
19 minutes
Covers:
- Dashboard
- Uploading and organizing contacts
- Sending out a mass email and text
How to create and send Emails & Texts
19 minutes
Covers:
- How to create drip campaigns
- How to assign to clients
- How to create Text2Sell shortcodes
How to use LionDesk Transactions
12 minutes
Covers:
- Setting up a transaction
- Customizing your transaction stages
- Assigning contacts to a transaction
How to route leads into LionDesk and to Team members
8 minutes
Covers:
- How to route outside leads into your LionDesk account
- How to route leads to team members