<<< Previous Video | Back to Table of Contents | Next Video >>>

Points to Remember

  • You can log activities (calls, emails, texts, & meetings) manually in LeadSimple.

  • Use the note feature to record any comments you or any team members need to know about the lead.

  • Pin activities to the top of the activity feed.

Action Items

  1. Try logging some activities manually on a test lead.

  2. Add a note to a test lead and pin it to the pinned activity section.

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

  8. Texting & Inbound Call Tracking

  9. Notes & Logging Activities Manually (this video)

  10. Stages & Workflows: What Are They?

  11. Auto Emails for New Leads

  12. Creating a Basic Workflow

  13. Advanced Workflows #1

  14. Advanced Workflows #2

Did this answer your question?