DotLoop

1- In order to start using dotloop in Liondesk, go to your Contacts page. If you do not have a dotloop account, create one for free here.

2- In your Contacts page, select the "Actions" dropdown menu. Click "Manage Dotloops". 

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3- Make sure that your web browser settings allow pop ups from LionDesk. If you see the window below, you need to allow pop-ups from LionDesk.

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4- Once pop-ups are allowed, you will see this tab, prompting you to sign in.

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5- Once you have signed in, click the blue "Approve" button. 

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6- You will be given the option to either "View Loops" or "Create Loop". 

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7- Here are the fields available if you click "Create a Loop".

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8- Once a loop has been created within LionDesk, you will be able to view your loops. You can also change the profile from within the dropdown menu if there is a loop from another DotLoop profile associated with the LionDesk Contact. 

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9- To see property details, click the blue circle "View" next to the name of the loop. 

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10- From within DotLoop, to see loops created in LionDesk, click the "Loops" tab along the top. 

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11- You will see all of your loops and you can switch between different DotLoop profiles to see other loops. If you click the loop, here is what you will see. 

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All done!

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