LeadSimple Help Center

What is LeadSimple?

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

1 article in this collection
Written by Aimee

Basics of the Sales CRM

Get an introduction to LeadSimple's Sales CRM module.

10 articles in this collection
Written by Aimee

Getting Started - CRM 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.

14 articles in this collection
Written by Aimee

Basics of Operations

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

13 articles in this collection
Written by Aimee and Matt

Building Sales and Operational Processes

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

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34 articles in this collection
Written by Matt, Shannon, Daniel and 2 others

Managing Processes Day-to-Day

Learn what you need to run operational processes day to day

6 articles in this collection
Written by Aimee

Tracking Calls, Emails, & Texts

Learn how to track all your communications in LeadSimple.

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30 articles in this collection
Written by Matt, Aimee, Shannon and 4 others

Importing, Creating & Distributing Leads

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

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

Tasks & Task Management

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

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6 articles in this collection
Written by Shannon, Rachel, Paullette 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

Reporting & Forecasting

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

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

Integrations

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

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28 articles in this collection
Written by Aimee, Quincy, Zachary and 5 others

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

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

Forms & Site Tracking

Learn about LeadSimple Forms, Site Tracking and Engagement Triggers

5 articles in this collection
Written by Matt and Aimee

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

Advanced Features

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

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

Inbox (Beta)

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

18 articles in this collection
Written by Aimee and Matt