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2: Sources & Auto-importing Leads

Learn how to set up the auto-import feature and add sources to your sources list.

Aimee avatar
Written by Aimee
Updated over 6 months ago

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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

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

  2. Add them to LeadSimple and make sure your lead providers are set up to send leads to LeadSimple!

Learn More

Watch the Next Video in the Course

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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