Advanced Features

Discover how to use advanced features within LeadSimple.

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17 articles in this collection
Written by Chris and Matt

Enabling IMAP/Pop access on Microsoft accounts

Fix "Cannot send mail" error with Microsoft email accounts
Chris avatar
Written by Chris
Updated over a week ago

Send Test Version of an Email Template

Learn how to send a test version of an email template to yourself
Matt avatar
Written by Matt
Updated over a week ago

Cloning Email/SMS Templates

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

Managing Email Templates

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

iCal Feed for Tasks

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

Managing SMS Templates

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

How to Use Tags

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

How to Record Calls In LeadSimple

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

How to Export Lead Data

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

Duplicate Lead Checker

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

Email Forwarding Rules

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

Custom Fields

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

Integrations

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