We launched a system update that addressed the following issues:
• Tasks not deleting when trying to Bulk Delete Tasks
• Not receiving Task alerts for Tasks from Transaction Plans
Your Contact Records now have a new look!
With the new look, we launched a few updates that will make it much easier and faster for you to navigate through the Contact Records and get your work done. In the new Contact Record, we included the following updates:
1) More Color!!! Easier to navigate LionDesk! 2) Filter the Activity Timeline to view activities from the past 24 hours, 7 days, or 30 days. 3) Filter the Activity Timeline to view activities from different team members. 4) Activity Timeline now has infinite scroll – Less clicks! 5) Loads a lot FASTER!!! ⚡️⌛️
Check out the video below to take a look at the New Contact Record!
LionDesk now has a fully integrated Single and Multiline Power Dialer that will make calling your contacts much easier!
With the Power Dialer, you can call your contacts using your cell phone, home phone, office phone, or even your computer! Simply queue a list of contacts and dial-up to 3 contacts at a time. Once a contact picks up, LionDesk will pull up the contact's record so you can update and leave notes about your call. With the Power Dialer, you can now power through all your calls much faster!
Check out the video below to learn how to get started:
🔥 More Emails, Texts, and Video Texts! 🔥
Starter, Pro+, and Elite subscribers just got more emails, texts, and video texts added to your account and it will stay at the new higher limits each month moving forward! Take advantage of these new monthly limits to follow up and stay top of mind with all of your contacts.
LionDesk strives to be the central hub of all of your technology and a key component of your business is your email provider.
With our improved Email Sync feature, you can connect with your email providers such as Google, Outlook, and Microsoft Exchange to sync your emails, contacts, and calendar tasks! Save time and money from data entry and multiple daily log-ins and connect your email account!
LionDesk has added a new icon that will give you easy access to LionDesk Resources!
The following icons will give you access to:
• Training Resources - LionDesk has webinars, videos, and self-guided online courses to learn how to navigate through LionDesk and how to use all the features it offers.
• Help Center - The Help Center is full of articles and videos that can help answer questions you may have about LionDesk.
• Marketplace - With Marketplace, you can find and take advantage of other platforms that sync with LionDesk that will make managing your business much simpler.
• Submit Ideas - LionDesk is striving to be the best CRM for all of our users. If you have any ideas or suggestions for new features or improvements, let us know!
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