Points to Remember

  • You have three options when tracking emails inside LeadSimple:
  • a) Send from the generic LeadSimple email address.
  • b) Connect your email account and send from LeadSimple.
  • c) Connect your email account and send from your email inbox, and the system will automatically track those emails.
  • Each user must connect their own email account in their profile page.

Action Items

  1. Connect your email account in your profile according to the instructions in the help doc linked below.

Learn More

Links to Further Videos (This section will be updated as further videos become available.)

  1. Intro: What is LeadSimple?
  2. Adding a Lead Manually
  3. Sources & Auto-Importing Leads
  4. Types of Notifications
  5. Notifications for Teams
  6. Making Tracked Calls
  7. Sending Tracked Emails (this video)
  8. Notes & Logging Activities Manually
  9. Stages & Workflows: What Are They?
  10. Auto Emails for New Leads
  11. Creating a Basic Workflow
  12. Advanced Workflows - Assigning Tasks & Task Reminders
  13. Texting & Inbound Call Tracking

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