Navigating LionDesk

At LionDesk, we care about the user experience and want our interface to be easy to use as possible. Here you can find a quick overview about navigating your way through LionDesk.

Once signed in to your account you can find the main menu on the left-hand side of the screen. This is where you will find your main functions of LionDesk such as your contacts, marketing, properties, deals, & etc.

 

You can also hide the main menu so you can view more of the main screen. To do this just click on the arrow below the main menu.

We like to inform our users as soon as there is a new update. In the top right on the screen there is a small dot. This dot will have all the system updates and enhancements as notifications for you to view.

To the right of the update notifications is a small phone icon. This is a quick way to view your most recent incoming text messages.

 

Below the notifications and incoming text icons is a quick search bar that will appear on the screen no matter what part of LionDesk you’re in. This is a quick search for you to be able to look for specific contacts in any part of the system.

 

To have access to your profile and your settings, locate the “Welcome ‘Name’” in the upper right-hand corner of the screen. The drop-down menu that will appear gives you access to your profile information and your settings.

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