LeadSimple

Learn about LeadSimple's default stages and how to edit them or create your own

Managing Your Sales Stages

Learn how to create a workflow of tasks, emails, calls, and texts for each of your sales stages.

Learn how to create automated drip campaigns to market to cold leads or current clients.

Learn how to add instructions to your workflow tasks to make your processes even more automated and scaleable

Learn how to make LeadSimple skip workflow steps if a lead is missing necessary contact information, and more.

Learn how to have LeadSimple automatically change a lead's stage if the lead opens an email, clicks a link, or replies to an email or text.

Learn how to customize LeadSimple even further with custom fields for leads.

Learn how to use clickable merge tags to improve your processes.

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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