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".
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.
4- Once pop-ups are allowed, you will see this tab, prompting you to sign in.
5- Once you have signed in, click the blue "Approve" button.
6- You will be given the option to either "View Loops" or "Create Loop".
7- Here are the fields available if you click "Create a Loop".
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.
9- To see property details, click the blue circle "View" next to the name of the loop.
10- From within DotLoop, to see loops created in LionDesk, click the "Loops" tab along the top.
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.