New to LeadSimple and want to learn more? Start here.
Get an introduction to LeadSimple's Sales CRM module.
Get an introduction to LeadSimple's Operational Process Management features.
Learn everything from the basics to more advanced use cases here. Recommendation: Watch them in order as they build on each other.
Learn everything about setting up and automating a sales process or operational process in LeadSimple.
Learn what you need to run operational processes day to day
Learn how to track all your communications in LeadSimple.
Understand the benefits of LeadSimple's SMS and inbound call tracking addon.
Learn how to import leads into your account, create them manually, and distribute them to your team
Learn the ins and outs of tasks and how to manage your task list
Learn how to create, manage and use templates and enhance them with embedded videos
Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.
Learn about our integrations with Zapier, MailChimp and PM Data Sync
Learn how to set up and manage a team within LeadSimple.
Use LeadSimple to market and track referral sources
Find quick solutions to the most commonly asked questions and problems.
Learn about LeadSimple Forms, Site Tracking and Engagement Triggers
Learn about Contacts and Properties, what they're useful for and how to manage them
Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields