Call & Email Tracking

Learn how to track all your communications in LeadSimple.

10 articles in this collection
Written by Matt, Aimee, and Rob

Connecting a Shared Inbox for Sending Emails Through LeadSimple

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

Written by Aimee
Updated over a week ago

How to connect an alias to LeadSimple

Find how to connect your email alias if you are using a shared inbox

Written by Rob
Updated over a week ago

Emailing

Emailing a Lead

Learn how to email a lead through LeadSimple.

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

Can leads unsubscribe from my emails?

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

Written by Aimee
Updated over a week ago

Calling

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

How to Record Calls in LeadSimple

Learn how to record calls that were made through LeadSimple.

Written by Aimee
Updated over a week ago

Other

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