2: Sources & Auto-importing Leads

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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

• Importing Leads Automatically

• Importing Leads Via a Spreadsheet

• How to Forward Leads into LeadSimple From Your Email

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