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Points to Remember
Leads can be imported into LeadSimple automatically so you don’t have to add them manually.
You can also add sources that do not auto-import so you can track where all your leads are coming from.
Don’t use your pipelines to differentiate where your leads are coming from! That’s what sources are for. (Pipelines are a broad way to distinguish between leads (Owners vs Tenants, for example), while sources help you track where they come from.)
Action Items
Write out a list of your current lead providers.
Add them to LeadSimple and make sure your lead providers are set up to send leads to LeadSimple!
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