Advice and answers from the LeadSimple Team

What is LeadSimple?

New to LeadSimple and want to learn more? Start here.

Getting Started - Training Video Series

Learn everything from the basics to more advanced use cases here. Recommendation: Watch them in order as they build on each other.

Basics of the Sales CRM

Get an introduction to LeadSimple's Sales CRM module.

Basics of Process Automation

Get an introduction to LeadSimple's Process & Workflow Automation module.

Building Sales and Operational Processes

Learn everything about setting up and automating a sales process or operational process in LeadSimple.

Call & Email Tracking

Learn how to communicate in LeadSimple and track all of it.

Texting & Inbound Call Tracking Addon

Understand the benefits of LeadSimple's SMS and inbound call tracking addon.

Importing, Creating & Distributing Leads

Learn how to import leads into your account, create them manually, and distribute them to your team

Tasks & Task Management

Learn the ins and outs of tasks and how to manage your task list

Managing Email & SMS Templates

Learn how to create, manage and use templates and enhance them with embedded videos

Reporting & Forecasting

Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.

Integrations

Learn about our integrations with Zapier, MailChimp and PM Data Sync

Managing Users and Teams

Learn how to set up and manage a team within LeadSimple.

Referral Tracking & Marketing

Use LeadSimple to market and track referral sources

Frequently Asked Questions

Find quick solutions to the most commonly asked questions and problems.

Forms & Site Tracking Addon

Learn about LeadSimple Forms, Site Tracking and Engagement Triggers

Contacts & Properties

Learn about Contacts and Properties, what they're useful for and how to manage them

Advanced Features

Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields