Advanced Features

Discover how to use advanced features within LeadSimple.

15 articles in this collection
Written by Matt Berkompas

Cloning Email/SMS Templates

Learn how to clone templates from one lead type to another
Written by Matt Berkompas
Updated over a week ago

Managing Email Templates

Learn how to create personalized email templates to automate your LeadSimple workflows
Written by Matt Berkompas
Updated over a week ago

Sending Emails from Different Email Accounts

Learn how to send emails from different connected email accounts depending on the lead type
Written by Matt Berkompas
Updated over a week ago

iCal Feed for Tasks

Learn how to connect your tasks in LeadSimple to your Google, Apple or Outlook calendar
Written by Matt Berkompas
Updated over a week ago

Managing SMS Templates

Learn how to create and use SMS templates in your LeadSimple workflows
Written by Matt Berkompas
Updated over a week ago

Connecting your Email Account

Learn how to connect your email account to track emails sent from your email client in LeadSimple
Written by Matt Berkompas
Updated over a week ago

How to Use Tags

Learn how to create and use tags on leads
Written by Matt Berkompas
Updated over a week ago

How to Use Multiple Lead Types

An explanation of how to maximize on the capabilities of having multiple lead types
Written by Matt Berkompas
Updated over a week ago

How to Filter and Sort Your Lead List

Learn how to filter and sort your lead list to make it more useful
Written by Matt Berkompas
Updated over a week ago

How to Record Calls In LeadSimple

Learn how to record calls that were made using LeadSimple
Written by Matt Berkompas
Updated over a week ago

How to Export Lead Data

Learn how to export your leads into an excel spreadsheet and download them
Written by Matt Berkompas
Updated over a week ago

Duplicate Lead Checker

Learn how LeadSimple detects duplicate leads
Written by Matt Berkompas
Updated over a week ago

Email Forwarding Rules

Learn how to import leads into LeadSimple from your email inbox
Written by Matt Berkompas
Updated over a week ago

Custom Fields

Learn how to customize LeadSimple with custom fields for leads
Written by Matt Berkompas
Updated over a week ago

Integrations

Learn about LeadSimple's integrations with Zapier and MailChimp
Written by Matt Berkompas
Updated over a week ago