New to LeadSimple and want to learn more? Start here.
New Users! Start here to get an introduction and overview of LeadSimple!
New to CRM and lead management? Start here!
New to operational process and workflow management? Start here!
New to Inbox and shared client communication management? Start here!
Learn how to import leads into your account, create them manually, and distribute them to your team
Learn how to track all your communications in LeadSimple.
Use LeadSimple to market and track referral sources
Learn everything about setting up and automating a sales process or operational process in LeadSimple.
Learn how to create, manage and use templates and enhance them with embedded videos
Learn how to set up and manage a team within LeadSimple.
Learn the ins and outs of tasks and how to manage your task list
Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.
Learn how to setup, navigate, and use the brand new Inbox tool!
Learn about LeadSimple Forms, Site Tracking and Engagement Triggers
Learn about our integrations with Zapier, MailChimp and PM Data Sync
Find quick solutions to the most commonly asked questions and problems.
Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields
Learn about Contacts and Properties, what they're useful for and how to manage them
Get an introduction to LeadSimple's Operational Process Management features.
Learn what you need to run operational processes day to day