LeadSimple

Tori Bradford

Aimee

Shannon

Learn how to track all your communications in LeadSimple.

Tracking Calls, Emails, & Texts

If you're noticing that some of your emails are showing up as coming from a "sendmessenger" email address, you're in the right place!

Why Are My Emails Going to or Coming From a SendMessenger Email Address?

Sometimes, you might notice that leads show the same timestamp for when they opened an email, here’s what you need to know.

Understanding Email Open Timestamps in LeadSimple

Emailing

Learn how to connect your email account to track your emails in LeadSimple.

Connecting Your Email Account To Track Emails in LeadSimple

Learn how you can connect a shared email for your team to share as their outbound email address.

Connecting a Shared Inbox for Sending Emails Through LeadSimple

Learn how to set up the DMARC records on your DNS manager.

Set up DMARC for your email account

Fix "Cannot send mail" error with Microsoft email accounts

Enabling IMAP/Pop access on Microsoft accounts

Learn why the wrong email sometimes connects when you are connecting your email (and how to fix it).

Why is a different email connecting when I try to connect my email?

Learn why your email account sometimes disconnects from LeadSimple

Why did my email account disconnect from LeadSimple?

Connecting Your Email Account(s) to LeadSimple

Learn how to email a lead through LeadSimple, manually or automatically.

Emailing a Lead Manually or Automatically (One-Off Emails)

Have you ever had a water shutoff and needed to send a bulk email to all your tenants? You can send mass emails to all your customers through LeadSimple.

How to Schedule and Send Mass Emails in LeadSimple

Set an email address to be the default sending address or any pipeline or process type.

How to Set a Default Outbound Email Address for Sales Pipelines and Processes

Choose which Contacts should be included on outgoing emails and text messages in Pipelines and Process Types

Learn what file types and file sizes can be uploaded as attachments to emails

Supported File Types and Maximum File Size for Email Attachments

Have you ever wondered why your email sending exceeded the quota?

Email Sending Limits

Sending Emails

Learn how to create personalized email templates to automate your LeadSimple workflows.

Managing Email Templates

Make your communications stand out by embedding videos in your email templates.

Embed Videos in Email Templates

Learn what to do if LeadSimple doesn't accept your BombBomb video link.

Why am I running into an error when trying to embed a BombBomb or YouTube Short video?

Learn how to send a test version of an email template to yourself.

Send Test Version of an Email Template

Have multiple owners or tenants for a property and want to use a merge tag to pull all names into an email? This article will show you how!

How do I use a merge tag to pull in all owner or tenant information?

Learn how to clone templates from one pipeline to another

Cloning Email and Text Templates

Where to find email reporting to track sends, open and click rates in LeadSimple.

Where Can I Find Open/Click Tracking on Templates?

What Are The Native Pipeline Merge Tags?

Shadai Griffith

Learn how to create, manage and use templates and enhance them with embedded videos

Troubleshoot why you are unable to send emails.

Why Can't I Send Emails? Common Email Errors

Learn why emails sometimes don't send automatically.

Why Aren't My Automatic Emails Sending?

Learn how the emails you send to and receive from leads are tracked in LeadSimple.

How Does Email Tracking Work?

Learn how to add or delete file attachments on email templates.

How Do I Attach Files and Delete Attachments On Email Templates?

Learn how to enhance email templates with links and images.

How Do I Add Links and Images to Emails?

Learn what happens when leads unsubscribe and how LeadSimple prevents any further emails from being sent to them.

Can leads unsubscribe from my emails?

Learn why your images in emails will sometimes appear too large and what to do about it

Why are my images displaying too large in Outlook?

Learn why your emails are showing duplicate activities in the lead/process record and what to do to fix it.

Why are my emails duplicated in the lead record?

Learn how to stop LeadSimple from tracking your personal emails in your account.

How Do I Stop Personal Emails from Being Tracked in LeadSimple?

Having trouble with emails not being delivered, receiving lots of bouncebacks or unsubscribes? Learn how to fix it in this article.

Why are my emails bouncing or unsubscribing? Tips for improving email deliverability

Email FAQs & Troubleshooting

When a user makes a call to another user's LeadSimple number, that call will not be logged or create a new lead.

Why Aren't My Test Calls Tracking in the Activity Log?

Calling

Learn how to generate an agent number and route calls and texts to a specific user.

Adding a LeadSimple Phone Number for Calling & Texting

Learn how to customize the hold music, greeting, and voicemail messages for inbound phone calls

Customize Hold Music, Greeting and Voicemail for LeadSimple Numbers

Learn how to delete inbound numbers that you don't need any more

Deleting Phone Numbers

Learn how to change the default caller ID in LeadSimple

How to set the default caller ID on outbound calls

Learn how to add a company number and customize the number displayed in the caller ID when you make outbound calls.

How to add a company number to LeadSimple to mask your phone number

Learn how to add a user to a shared number in your account so they can place calls and texts.

How to Add a User to an Existing Shared Phone Number or Change an Agent Number to Shared

Setting Up Calling

Learn how to call leads through LeadSimple and have the call be automatically tracked.

Calling a Contact / Lead

Learn how to make calls appear like their coming from the lead's local area code

Make Calls from Local Area Code

Calling Leads & Contacts

Learn how to record calls that were made through LeadSimple.

How to Record Calls in LeadSimple

Learn how to download a recording of a call you've made to a lead.

How Do I Download a Call Recording?

Learn about which calls are recorded and how to change your call recording settings.

Why Are Only Some of My Calls Being Recorded?

Recording Calls

Learn how to run analytics on your SMS and call activity in LeadSimple

SMS and Call Reports

Reporting on Calls

Learn which country phone numbers LeadSimple supports in a user's profile.

What phone numbers does LeadSimple support?

Learn what this error means and how to fix it quickly.

Why do I hear "Configure your number's voice URL to change this message" when I call my LeadSimple number?

Learn why this happens and how to correct it.

Why am I hearing "call cannot be connected because it may be invalid" error on outbound calls?

Why Aren't New Leads Being Created When I Place a Test Call to my LeadSimple Phone Number?

When you respond to incoming call notification, you might hear this message on the phone. Read this to find out why it might be happening.

Why do I get this message? "Caller has already been transferred to voicemail"

Learn how call tracking works in LeadSimple.

What number will leads see when I call them through LeadSimple?

Learn what to check for if you are unable to make calls through LeadSimple.

Why can't I make outbound calls?

Learn how to port phone numbers you already own into LeadSimple to text and call through LeadSimple.

Can I Use Other Phone Numbers I Own in LeadSimple?

Learn how to troubleshoot your Lead Simple number when getting this recording.

Why am I getting the "Phone number not configured correctly" recording?

Calling FAQs & Troubleshooting

How do I set up a text-only phone line in LeadSimple?

LeadSimple Text-Only Phone Line Setup

Tony Sullivan

Texting

Texting is hands down the most powerful form of communication in our digital age. And it's underutilized 🤦‍♂️

Why you should Add Texting To Your Sales Arsenal

Learn how to create and use SMS templates in your LeadSimple workflows

Managing Text Message Templates

Setting Up Texting

Learn more about the upcoming requirements to register your business phone numbers to send text messages.

Text Messaging Business Registration FAQ's

Learn more about the requirements to collect express consent from your contacts to call and text them.

Text Message Consent Requirements

Learn why your text messages are being converted to emails while your phone registration approval in pending.

Why are my text messages being converted to emails? (Phone Registration Approval Pending)

Texting Registration Requirements

Learn how to text or email all contacts in a contact role.

How to Text or Email All Contacts in a Contact Role

Learn how to send text messages manually and automatically in LeadSimple.

Send Text Messages Manually and Automatically

Texting Leads & Contacts

Learn how many texts you can send per hour through LeadSimple.

Is there a max texting limit per hour?

Here's why your text messages may be getting split into multiple messages, along with tips to avoid it.

Why is my text message being split into multiple messages?

How leads can choose to stop receiving text messages

Can leads unsubscribe from text messages?

Learn about character limits in the text messages you send through LeadSimple.

Is there a max character limit for text messages?

Learn how you are notified when a lead replies to your text and how to get back to them quickly.

What Happens When A Lead Texts Me Back?

Texting FAQs & Troubleshooting

Learn how to manually log calls and emails.

Logging Calls or Emails Manually

Learn why and how to create notes on leads.

Making a Note

Learn how to notify your other team members in notes

How @ Mentions Work

You can view all communication (phone, email, SMS) you've ever had with a contact from their contact page! Find out how. 👇🏼

How to View All Communications With a Contact or Lead

Learn the difference between Broad and Relevant tracking in pipelines and processes and how to edit this setting.

Communication Tracking on Pipelines and Processes (Relevant vs. Broad)

Learn how to export or print lead or process conversation history.

Printing Lead or Process Conversation History

Notes, Mentions, & Other

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Pricing

Resources

Consulting

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