Lion Desk Tips & Updates: October 2020

REcolorado customers have access to LionDesk, an end-to-end CRM solution for collecting, routing, and following up on leads. See the latest updates and tips to make the most of the CRM tools available with your REcolorado subscription.

Enhancing Team Communication

With LionDesk Mentions, you can improve team communication and collaboration. Add a team member’s name (“@Name”) in the contact’s record and the team member will get an email notification of the comment that you made.  Learn more >>  

Organize Transaction Plans

With the new enhancement to Transaction Plans, you can now create plans for each stage of a sales cycle. Automate emails, texts, and task reminders as your contacts go through each stage. Step-by-step instructions >>

Create more Conversations 

With LionDesk’s NEW Power Dialer (launching soon), you can quickly get through your daily calls and take your prospecting/follow-up game to the next level. Available in single or multiline subscription plans. Learn more about the Power Dialer >>

Texting

98% Open Rate? Yes! Texting is such a powerful tool. LionDesk fills you in on 5 Things You Didn’t Know About Texting.  

Grow with a CRM

Growth, Growth, Growth! Take a look at 4 Ways to Grow your Business With a CRM. 

Learn more about LionDesk

LionDesk offers weekly webinars and training resources to help brokers learn about the CRM tools, including live Q&A sessions on Thursdays.

Find LionDesk Training Resources >>