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

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