Not quite sure what LeadSimple is and how it will help you organize, scale, and grow? Maybe you're not aware that LeadSimple is a two-sided coin - with a full feature set for tracking, organizing, and nurturing your leads, and an additional feature set for documenting, tracking, and automating your operational processes.

Sales CRM Features

Let's kick off our training video series with this video to give you a brief overview of what LeadSimple is, and then we'll dive into the how-tos in the rest of the series. 

Alright, ready to get started? This training video series is designed to take you through the initial set-up of the software (or understanding how it has already been set up if you are a new user on an existing account) as well as the ways you can use it everyday to organize, track, and communicate with your leads!

Each video also links to articles to learn more, and action items (ie. homework 😉) to apply what you learned in the video. You can watch the videos in order or start with the topic you're most interested in.

LeadSimple CRM 101 - The Basics

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

Operations Management Features

Also, we just recently released a whole new feature set for managing operational processes and workflow automation; you can learn more about the new features in this video:

Alright, ready to get started with operations, but not sure where to begin?

This video course will take you from start to finish, beginning with giving you a framework of how to think about and document your processes on paper, and then walk you through how to build them out in LeadSimple.

Additional Resources:

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