πŸ‘‹ Β Let's get Aisa Holmes setup with your LionDesk account.

🌟 (TL;DR)🌟
You'll simply need create a filter in your Gmail account to forward your LionDesk lead notification emails to your first.last@structurely.me email (found in your Holmes dashboard)

πŸ‘‰ Β Login to your Gmail account and click the "Gear" icon in the top right and select "Settings" πŸ‘‡ Β 

πŸ‘‰ Β Click on the "Forwarding and POP/IMAP" tab, then select the "Add a Forwarding Address" button πŸ‘‡ Β 

πŸ‘‰ Β Enter your first.last@structurely.me email address in this box. πŸ‘‡ Β 

πŸ‘‰ Β Click "Proceed" πŸ‘‡Β 

πŸ‘‰ Β Click "Ok" πŸ‘‡Β 

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❗ NOTE: We will need to confirm this step before you can move on the the next. Please shoot us a message via the floating live chat bubble in the bottom right and we will confirm this for you ASAP ❗
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πŸ‘‰ Β Enter your verification code and click "Verify" πŸ‘‡Β 

πŸ‘‰ Ensure that "Disable forwarding" is selected! πŸ‘‡Β 

πŸ‘‰ Β After we've verified the above step, go to your Gmail account and click on "Gear" icon and select "Settings" πŸ‘‡ Β 

πŸ‘‰ Β Click the "Filters and Blocked Addresses" tab πŸ‘‡ Β 

πŸ‘‰ Β Scroll to the bottom and click "Create a new filter" πŸ‘‡ Β 

❗ ❗ ❗ NOTE: You are going to now make TWO separate filters to forward all LionDesk email notifications ❗ ❗ ❗ 

LionDesk Filter 1

πŸ‘‰ Β Copy the screenshots below. Β And click "Create filter with this search"πŸ‘‡ Β 

(COPY:)
From:
connect@liondesk.com

πŸ‘‰ Β Select the 2 boxes as shown below (applying the label "Holmes" is optional), then click "Create Filter" or "Update Filter" πŸ‘‡ Β 

LionDesk Filter 2

πŸ‘‰ Β Copy the screenshots below. Β And click "Create filter with this search"πŸ‘‡ Β 

(COPY:)From: noreply@liondesk.com

πŸ‘‰ Β Select the 2 boxes as shown below (applying the label "Holmes" is optional), then click "Create Filter" or "Update Filter" πŸ‘‡ Β 

🎊  Nice job, your LionDesk leads will now be responded to by Aisa Holmes!

Okay, so here's how to make sure it's working

Go to a contact form that funnels to your LionDesk account on your website and fill out the lead inquiry form.

Please use your own name and phone number to fill out this test form. πŸ˜…Β 

πŸ‘ Β You should have now received a response from Holmes via SMS through your Aisa Holmes Phone Number to the number you filled out.

You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message Holmes responded with.

Tell us if it didn't work!

If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to isidora@structurely.com and I'll get back to you!

Happy closings!

πŸš€ The Structurely Team

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