Account and Set Up

Account Setup

• How to Set up your LionDesk Profile
• How to Upload a Profile Picture
• Dashboard/Home Page Overview
• How to Customize Contact Dashboard
• How to Manage my New Lead Notifications
• How to Customize my Vitals

See all 17 articles

Connect Email Provider

• How to Connect my Email Account
• How to Remove/Disconnect Access to my Email Account
• What Contact Information is Transferred When You Connect Your Email Provider
• How to Sync Your Contacts From Your Email Provider

Reporting

• How to View Activity Reports of a Team or Team Member
• How to View Your Activity Reports
• How to Download or Export the Activity Reports
• How to Track the Progress of a Single Metric
• How to Compare Metrics in Activity Reports

Billing

• How Can I Get my Invoice or Receipt
• How to Update my Credit Card/Payment Information
• How to Cancel my LionDesk Account
• How to Upgrade my Account
• LionDesk CRM Pricing
• How to Purchase a Custom Number

Admin and Sub-Accounts

• How to Add a Sub-Account
• How to Upgrade a Sub Account
• How to Edit Sub-Account Settings
• How To Remove Sub Account
• Sub-Account FAQ

Training Resources

• Getting Started with LionDesk - Watch On-Demand
• LionDesk Fast Start
• Training Videos
• Issues Logging Into Self Paced Training - Path To Success

LionDesk Updates

• Why Do I Need To Reset My Password?
• What's New with LionDesk
• How to Ensure Your Emails Make it to the Inbox
• Why Your Emails Could End up in Spam Folders and What to Do
• LionDesk Marketing Assets