Familiarize yourself with the LionDesk real estate CRM admin panel with this brief overview.
Getting Organized with the LionDesk CRM
Manage contacts, tasks, appointments, transactions, and properties using the LionDesk real estate CRM.
Lessons
Navigating LionDesk
Dashboard Overview
The LionDesk dashboard provides a day-at-a-glance view with daily vitals, current tasks due, contacts slipping away, and recent contact activity.
Contacts Overview
Add, edit, and organize contacts in LionDesk using the Contacts tab.
Tasks & Calendar Overview
Organize appointments and tasks using the LionDesk CRM.
Deals Overview
Manage your transaction pipeline from the Deals tab within the LionDesk CRM.
Properties Overview
Manage listings and transaction follow-up plans from the LionDesk Properties tab.
Communications Overview
Send emails, schedule future emails, review text messages, and manage videos from the Communications tab in the LionDesk real estate CRM.