Liondesk is now able to integrate with dotloop. This integration will allow Liondesk users to assign loops, and thus tie transaction details to specific contacts.
In order to start using dotloop in Liondesk, go to your Contacts page of your Liondesk account.
In your contacts page, select the Actions dropdown menu. Click Manage DotLoops
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.
Once pop ups are allowed, you will see this tab, prompting you to sign in to dotloop.
Once you have signed in, click on the APPROVE button.
You will now be given the ability to either View Loops or Create Loop from within your Liondesk account.
Creating a loop from Liondesk will present you with this screen. You will have to select the profile to place the loop in, and fill out as much of this form as possible. Note however that fields marked with a red asterisk are required.
Once a loop has been created with your 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.
To see property details, click the blue circle View next to the name of the loop.
- For now, you can only view or create loops within Liondesk. You cannot utilize any of dotloop's other functions within Liondesk, but more features will be available in the future.
- Loops created in dotloop cannot be attached to contacts in Liondesk, but loops created wtihin Liondesk will appear on your dotloop profile.
- You cannot attach old loops from dotloop to contacts in Liondesk for now, even if the contact information is the same.
- You can only manage loops for Liondesk contacts that belong to you. Thus, you cannot create loops on shared or assigned contacts.
With this intial integration, there is potential for more transaction history to be made available from within Liondesk, and to expand upon what is offered in the Deals tab of your Liondesk account.