LeadSimple

Learn how to add an overview to your pipelines and processes to explain the process.

Pipeline & Process Overviews

Learn how to filter and sort your lead list to make it more useful.

Learn about duplicate leads and how LeadSimple detects them.

Learn how to export your leads into an excel spreadsheet and download them.

Learn how to change stage or assignee, merge or delete leads in bulk.

Learn how to restart a workflow for a given lead or process so it doesn't slip through the cracks

Learn how to temporarily stop an automated workflow from continuing by pausing it.

Share workflows, processes and templates with friends and colleagues, or make a copy to edit yourself before setting it live.

Add detailed descriptions and videos of your shared processes so your colleagues or customers know how to use the process

Learn how to clone a shared process from one of your colleagues into your LeadSimple account.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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