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Points to Remember

  • You can add leads to LeadSimple manually. 

  • You can edit a lead’s info later on, as well as change their assignee and lead type, and add more contacts or properties to the same lead.

  • If you want the lead go to through the pipeline's notifications and routing instead of being assigned to a particular person, you can trigger the new lead notification from the "Assignee" field.

Action Items

  1. Try adding a test lead to LeadSimple. You can then use this lead to test features you learn about in later videos!

Learn More

Past Videos

  1. Intro: What is LeadSimple?

  2. Adding a Lead Manually (this video)

Future Videos

  1. Sources & Auto-Importing Leads

  2. Types of Notifications

  3. Notifications for Teams

  4. Making Tracked Calls

  5. Sending Tracked Emails

  6. Notes & Logging Activities Manually

  7. Stages & Workflows: What Are They?

  8. Auto Emails for New Leads

  9. Creating a Basic Workflow

  10. Advanced Workflows #1

  11. Advanced Workflows #2

  12. Texting & Inbound Call Tracking

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