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Configuring Your Profile Information

To modify your profile, in the upper right hand corner of LionDesk, click on your name and then select “Profile”.

 

Verify your First and Last name, Email, cell phone number, Texting Times, agent introduction, e-mail signature and upload your photo.

  •  Phone Number

Your cell phone number is required in order to receive LionDesk Calls or Texts alerts.

Under your cell phone number box click on the link to validate your number. This will allow your caller ID to be shown to clients when you call them from LionDesk's Click-To-Call feature.

  • LionDesk Texting Number

LionDesk has a default phone number for texting. You can get a custom phone number for 2$/month.

The only reason you cannot use your phone number, is because it's illegal to use somebody else's number to send text.

You can set up a time frame in "+" for when you want to receive texts alerts. Use this if you don't want to get notified at midnight when a new lead comes in from Zillow, Trulia, etc. Make sure you always have an AM to PM Time-frame.

  • G-Mail

If you have a Google account that you use for Emails or Calendar or Contacts, you can now sync it with LionDesk. By signing in with Google:

1- All your Client's emails conversations via Gmail will be synced in and traceable in the personal profile page of your client, providing he/she is a contact in your LionDesk database.

2- All your Google Calendar appointments and events will sync in and show up on your LionDesk calendar.

3- You will be able to import your Google Contacts in LionDesk

    To Sync in you Google Account click here Google Sync

  • Time Zone

Make sure to set up your Time Zone correctly, LionDesk will be sending emails and texts based on the timezone you have set up in your Profile. 

 

When you are finished, click “Save Profile”.

 

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