Lions Den HelpDesk

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Resource Library

How to log into the CRM System

How to Add Funds to your CRM System Wallet

It is super important to keep your wallets in good standing - otherwise the system will stop working if the balance goes negative. To set up funds use this guide: https://scribehow.com/shared/Add_Funds_to_Your_Agent_Lions_Den_CRM_Wallet__UShpBes3ToCK81GPCp_OJg?referrer=workspace

How to buy a CRM System phone number

There are a few different phone numbers we use for the system. We use Twilio for the Conversational Ai Caller (which we purchase on your behalf) and the CRM system phone number which is used to send out automated and Ai text messages. You can also send out messages and call leads in the system with this number. To purchase, use this guide: https://scribehow.com/viewer/How_to_Add_a_Phone_Number_in_GoHighLevel__gknDWOoGQKacThxZvMSThA

How to Connect your Calendar(s) in the CRM System

In order for appointments to book on your calendar through the Ai Agents, you need to connect your calendar(s). Use this guide to help show you how to properly connect: https://scribehow.com/viewer/How_To_Connect_Calendars_In_CRM_System__7Fg0se5lTiCFch_fXqPPeA

How to do ID verification for A2P registration (if required)

Use this guide on how to get to your A2P Application and how to do A2P ID Verification: https://docs.google.com/document/d/1b-SfsmF2EwEWa4qJWsooYy6Q3uxU5aDZiqdG8sKQTqs/edit?usp=sharing

How to do Persona ID Verification

Use this guide on how to get to your Persona ID Verification: https://scribehow.com/viewer/Persona_ID_Verification__i_pztwHYTxu9RXljE-9C4g

How to Add someone to a Workflow using Tags

We go over how to work your Contacts tab in the CRM system and we also have a guide you can use to set it up.

Here's the video: https://www.loom.com/share/100fb0db17cf4328b261039e30f969f7?sid=c3937f8a-a6b9-4ce6-a2db-63b27728841f

Here's the guide of what tags to use and what those Workflows do: https://docs.google.com/document/d/1tBhKo9xwpOIC6jWGtHB8OKkHL1UtrLDCL94vpj7Qx6Y/edit?usp=sharing

How to Sign-Up for Twilio and get your SID & Auth Numbers

Use this guide to set-up a Twilio account, grab your SID & Auth numbers, and add a balance to your Twilio wallet: https://scribehow.com/shared/How_To_Sign_Up_For_Twilio_Account__s-uX-TRbTm-zvAg_KRMAGQ?referrer=workspace

How to Set-Up your Lions Den Ads account - add wallet balance & connect FB

Use this guide to set-up your Lions Den Ads account, add a wallet balance to your account ($250 USD to start) and connect your FB Ad and FB Business Page accounts: https://scribehow.com/shared/Connecting_Lions_Den_Ads_to_Your_HighLevel_Account__rKBWeLiRRjySF5wpLET2tw?referrer=workspace

How to check your settings to ensure FB Leads flow into the CRM system properly

Use this guide to ensure you are getting all your FB Leads from your Ads into the CRM system: https://scribehow.com/viewer/Assign_a_CRM_to_a_Facebook_Business_User__EjBcxDPlSC2Fcgbgjah4ig

How to create a new FB Marketplace Organic Ad

Use the below video and guide to help you set-up your FB Marketplace Organic Ads. These Ads are free (only cost you your time) but they do not load into the CRM System automatically. There are currently no automations available to bring FB Marketplace Messenger conversations into the system - so be sure to check your messages often, respond quickly (speed to lead), and ask a few qualifying questions before you ask for a phone call or their phone number & e-mail.

Video: https://www.loom.com/share/b89b33df65814599846c8a0cec4709db?sid=ddcaf11d-9de2-41db-805b-dd20148b3c1c

Guide: https://scribehow.com/shared/Creating_a_New_Listing_on_Facebook_Marketplace__k7r1aGadQK2U0i6UqHXqpQ?referrer=documents

How to find and copy your VSL Funnel URL Link

Use this guide to help you find your VSL Funnel URL Link: https://scribehow.com/viewer/Grabbing_Your_VSL_Funnel_URL_Link__gY19iMiORgCdadmxC_Ap_Q

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This HelpDesk and the Agent Lions Den HelpBot are provided as educational and support resources for clients of Agent Lions Den. Responses generated by the HelpBot are based on our proprietary program materials, internal systems, and general best practices in real estate and digital marketing. While we strive for accuracy, the information provided should not be considered legal, financial, or professional advice. Always consult with a qualified expert before making business decisions.