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Summary of LionDesk Tabs

Dashboard

This is your LionDesk homepage. Here you can see current tasks you have to do, recent activity on your account, and statistics on your text messages, phone calls, and emails.

Your email reputation is a score from 0 to 100 that rates how well your emails are received. Your score is calculated by spam complaints, consistency of your emailing, and unsubscribes you’ve received.

Your “contacts slipping away” section gathers data on your contacts who you haven’t recently text messaged, called on the phone, or emailed in LionDesk.

 

Contacts

All your leads and contacts can be viewed here. In this section you can organize, filter, and group your contacts.

You can use the “filter contacts” dropdown to arrange very specific groups of contacts, such as prospecting clients you received from Trulia that you’ve emailed more than twice.

With the “Bulk Actions” tab you can send an email or text to the group you’ve chosen. You can also use this same method to edit large numbers of contacts such as choosing “Modify status”, “user”, or “type”. LionDesk has plenty of default fields for organizing contacts, but you can always add your own custom fields.

With the green “Columns” button you can customize the table by adding or removing dozens of different columns to arrange your contacts table however you want.

The Power Dialer button is an add-on for LionDesk that is great if you need to make a large number of out-bound calls. It automatically calls a list of contacts for you, maintains a call log, and contains a notepad for jotting down quick information during calls.

 

Properties

Manage listing prices, contacts, closing dates, and transactions with the Properties tab.

On the “Transaction Follow Up Plans” tab you’ll see multiple plans made for you by LionDesk and you’ll see the option to create them yourself. A follow up plan is essentially a task list for yourself you assign to a property so that you never forget what you need to do for a deal.

LionDesk offers personalized webpages for client transactions. You can find these “single transaction pages” on the properties tab under a client’s record. Your bio, profile picture, and property tasks appear here.

                               

Deals

With this tab, you can keep track of offers, manage your pipeline, and stay in charge of your business. When you add a new deal to your account and assign a property to it, LionDesk will visualize every step of the deal. There are default steps, such as “Initial Consultation” and “In Escrow”, but you can always add new, customizable deal stages.

To complete your deals, mark them as won or lost. The “won” selection completes the deal and removes it from your pipeline, so it should only be used when the deal is completely closed. The “lost” selection can be chosen at any time the deal falls through or you want it removed.

The “Pipeline View” shows your current deals while your “Table View” will show your full history of all won, lost, and current deals.

 

Marketing

Under the “Templates” tab you’ll find all the marketing LionDesk has prewritten for you as well as buttons to create your own emails, folders, and text messages. These templates can be used for individual communications or in drip campaigns.

If designing your own drip campaign, it’s best to make a folder named after the drip and keep all the emails you’ve written for the campaign in it for easy organization.

The “Auto Pilot Drip Campaigns” tab is a list of all automatic tasks within a single campaign. LionDesk has default campaigns as well as a community of users that publicly share their own custom-made campaigns. This is a great resource for when you’re just starting out or looking for a new, effective campaign perfectly suited to your needs. You can download other users’ campaigns and edit them to exactly what you need.

The final marketing tab, “Text/Call 2 Sell” is a unique LionDesk feature and a powerful tool for realtors. Here you can design an unlimited amount of short codes for people to text and get an automatic response of your choice. Use this for any marketing materials: sign riders, online advertising, or email signature. When an interested party messages your short code, LionDesk searches the internet to gather data on them and creates a new contact in your profile.

 

Communications

This tab helps centralize many different forms of communication methods available in LionDesk.

On the “Send & Schedule Emails” tab you can send out or schedule non-drip campaign emails.

The “Texting Center” centralizes all texts and “Power Dialer Sessions” saves sessions to be returned to as well hold the logs of your communication history.

The “Video Management” tab is for recording and uploading videos for your video emails and texts.

                     

Tasks

Here you can keep track of tasks and reminders for the future. These tasks can be assigned to specific contacts or team members.

When you create a new task, you can assign it a due date or put it in a task bucket. Task Buckets are used to organize tasks that do not have a particular due date. You start with “Now”,” Later”, and “Sometime in the Future” buckets but can always make more in the Settings tab.

 

Calendar

Plan your schedule, coordinate your tasks, and select from our “quick categories” for easier sorting in the Calendar section. You can also view your team members’ calendars.

When you integrate LionDesk with Google calendar, the information automatically shows up here. Information from LionDesk doesn’t flow over into your Google calendar.

With the tabs in the top right corner you can change the calendar view from month to week or day for more precise planning. Click and drag on your calendar from specific dates or times to assign a task over those entire areas.

 

Documents

Upload files to your account or to any contact and view them through here.

If you send an email to “mydocs@docs.liondesk.com” LionDesk will automatically add the attachments to your “Uncategorized” folder.

Files shared among team members can be filtered and viewed here as well.

 

Reporting

Your statistics and analytics can be found here. The reporting tab takes information from across your LionDesk account and visualizes it for easy understanding.

On the “email reporting” tab, you can see data on your emails: how many you’ve sent out, how many have been opened, if you’ve received spam reports, your email reputation, and how many people have unsubscribed. An important tool in this section is the ability to search contacts who’ve unsubscribed from your emails.

You can view how leads are being allotted to members of your team under the “Leads Team Reporting” tab. The “Leads Overview” tab lists your contacts with a property and their assigned agents, claimed date, time to claim, and more.

 

Settings

Use this section to customize your LionDesk account by creating new tags, contacts types, task categories, and custom fields. All your forms of labeling and data management can be edited here.

This is also where you integrate 3rd party software and lead source sites. LionDesk integrates with many 3rd party sites with custom API keys. For those that LionDesk does not directly integrate with, you’ll copy a unique LionDesk address for email parsing. LionDesk also supports Zapier integration for platforms that Zapier is compatible with.

This is also where brokers manage their teams, who is in those teams, and how leads get automatically distributed to team members.

 

Online Help

This section will become your best resource as you navigate all the benefits of LionDesk. Simply click on this section to open the LionDesk help center.

 

Love LionDesk?

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