LeadSimple Help Center

What is LeadSimple?

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

1 article in this collection
Written by Aimee

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.

13 articles in this collection
Written by Aimee

Basics of the Sales CRM

Get an introduction to LeadSimple's Sales CRM module.

11 articles in this collection
Written by Aimee

Basics of Process Automation

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

5 articles in this collection
Written by Matt and Aimee

Building Sales and Operational Processes

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

26 articles in this collection
Written by Matt and Aimee

Call & Email Tracking

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

9 articles in this collection
Written by Matt and Aimee

Texting & Inbound Call Tracking Addon

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

10 articles in this collection
Written by Zachary, Matt, and Aimee

Importing, Creating & Distributing Leads

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

11 articles in this collection
Written by Matt, Rachel, and Aimee

Tasks & Task Management

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

2 articles in this collection
Written by Matt and Aimee

Managing Email & SMS Templates

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

5 articles in this collection
Written by Aimee

Reporting & Forecasting

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

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10 articles in this collection
Written by Matt, Aimee, Zachary and 1 other

Integrations

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

12 articles in this collection
Written by Aimee, Zachary, and Chris

Managing Users and Teams

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

8 articles in this collection
Written by Aimee and Matt

Referral Tracking & Marketing

Use LeadSimple to market and track referral sources

3 articles in this collection
Written by Matt

Frequently Asked Questions

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

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48 articles in this collection
Written by Rob, Matt, Aimee and 2 others

Forms & Site Tracking Addon

Learn about LeadSimple Forms, Site Tracking and Engagement Triggers

6 articles in this collection
Written by Aimee and Matt

Contacts & Properties

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

11 articles in this collection
Written by Aimee

Advanced Features

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

6 articles in this collection
Written by Rachel, Matt, and Aimee