LionDesk V2 Training Videos

Here are some training videos to get you up and running quickly in the NEW beta version of LionDesk.

Quick 1-minute how-to videos

Setting up your profile


Uploading your contacts


Sending a bulk email or text


Sending a video email

Setting up Task Reminders

Using Event Activities 

Customizing Vitals

Setting up Favorite Contact Fields

Setting up Text 2 Sell shortcodes

In-depth Overviews

Getting started in LionDesk CRM V2

19 minutes


  • Dashboard
  • Uploading and organizing contacts
  • Sending out a bulk email and text


How to create and send Emails & Texts 

19 minutes


  • How to create drip campaigns
  • How to assign to clients
  • How to create Text2Sell shortcodes


How to use LionDesk Transactions

12 minutes


  • Setting up a transaction
  • Customizing your transaction stages
  • Assigning contacts to a transaction


How to route leads into LionDesk and to Team members

8 minutes


  • How to route outside leads into your LionDesk account
  • How to route leads to team members

How to use Visual Market Insights (VMI) with certain MLS partners

5 minutes

If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email, and LiveChat Mon-Fri 7am - 5pm PT

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