LeadSimple Help Center

What is LeadSimple?

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

1 article in this collection
Written by Aimee

New User Overview Training Series

New Users! Start here to get an introduction and overview of LeadSimple!

11 articles in this collection
Written by JP

Getting Started: CRM & Lead Management

New to CRM and lead management? Start here!

20 articles in this collection
Written by Aimee and Matt

Getting Started: Operations Workflow Management

New to operational process and workflow management? Start here!

26 articles in this collection
Written by Aimee

Getting Started: Inbox & Communication Management

New to Inbox and shared client communication management? Start here!

13 articles in this collection
Written by Aimee and Matt

Importing, Creating & Distributing Leads

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

+1

14 articles in this collection
Written by Matt, Rachel, Aimee and 1 other

Tracking Calls, Emails, & Texts

Learn how to track all your communications in LeadSimple.

+3

32 articles in this collection
Written by Matt, Aimee, Shannon and 3 others

Referral Tracking & Marketing

Use LeadSimple to market and track referral sources

3 articles in this collection
Written by Matt

Building Sales and Operational Processes

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

+2

35 articles in this collection
Written by Matt, Aimee, Shannon and 2 others

Managing Email & SMS Templates

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

7 articles in this collection
Written by Shannon and Aimee

Managing Users and Teams

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

9 articles in this collection
Written by Aimee, Matt, and Shannon

Tasks & Task Management

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

+2

6 articles in this collection
Written by Shannon, Rachel, Paullette and 2 others

Reporting & Forecasting

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

+3

14 articles in this collection
Written by Zachary, Matt, Rob and 3 others

Inbox

Learn how to setup, navigate, and use the brand new Inbox tool!

20 articles in this collection
Written by Aimee and Matt

Forms & Site Tracking

Learn about LeadSimple Forms, Site Tracking and Engagement Triggers

5 articles in this collection
Written by Matt and Aimee

Integrations

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

+5

30 articles in this collection
Written by Aimee, Shannon, JP and 5 others

Frequently Asked Questions

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

+4

65 articles in this collection
Written by Matt, Aimee, Chris and 4 others

Advanced Features

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

+1

12 articles in this collection
Written by Aimee, Shannon, Rachel and 1 other

Contacts & Properties

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

12 articles in this collection
Written by Aimee and Paullette

Basics of Operations

Get an introduction to LeadSimple's Operational Process Management features.

13 articles in this collection
Written by Aimee and Matt

Managing Processes Day-to-Day

Learn what you need to run operational processes day to day

6 articles in this collection
Written by Aimee