Call & Email Tracking

Learn how to communicate in LeadSimple and track all of it.

7 articles in this collection
Written by Matt and Aimee

Calling a Lead

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

Written by Matt
Updated over a week ago

Emailing a Lead

Learn how to email a lead through LeadSimple.

Written by Matt
Updated over a week ago

Making a Note

Learn why and how to create notes on leads.

Written by Aimee
Updated over a week ago

Logging Calls or Emails Manually

Learn how to manually log calls and emails.

Written by Matt
Updated over a week ago

Connecting Your Email Account To Track Emails in LeadSimple

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

Written by Aimee
Updated over a week ago

Sending Emails from Different Email Accounts

Learn how to send emails from different connected email accounts depending on the lead type.

Written by Aimee
Updated over a week ago

How to Record Calls in LeadSimple

Learn how to record calls that were made through LeadSimple.

Written by Aimee
Updated over a week ago