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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 lead types to differentiate where your leads are coming from! That’s what sources are for. (Lead Types are a broad way to distinguish between leads (Owners vs Tenants, for example), while sources help you track where they come from.)

Action Items

  1. Write out a list of your current lead providers.

  2. Add them to LeadSimple, but don’t turn on auto-import just yet. We’ve still got some stuff to set up before you go live!

Learn More

Past Videos

  1. Intro: What is LeadSimple?

  2. Adding a Lead Manually

  3. Sources & Auto-Importing Leads (this video)

Future Videos

  1. Types of Notifications

  2. Notifications for Teams

  3. Making Tracked Calls

  4. Sending Tracked Emails

  5. Notes & Logging Activities Manually

  6. Stages & Workflows: What Are They?

  7. Auto Emails for New Leads

  8. Creating a Basic Workflow

  9. Advanced Workflows #1

  10. Advanced Workflows #2

  11. Texting & Inbound Call Tracking

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