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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

Past Videos

  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)

Future Videos

  1. Notes & Logging Activities Manually

  2. Stages & Workflows: What Are They?

  3. Auto Emails for New Leads

  4. Creating a Basic Workflow

  5. Advanced Workflows #1

  6. Advanced Workflows #2

  7. Texting & Inbound Call Tracking

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