LeadSimple

Alexa Roeper

Shannon

Aimee

Learn how to track all your communications in LeadSimple.

LeadSimple Phone

A new, dedicated phone web app for all things calling!

Coming Soon: The New LeadSimple Phone Web App

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

A step by step guide to getting set up on LeadSimple Phone

Getting Started with LeadSimple Phone

What are the steps and requirements for Twilio-to-Twilio number transfers, and how do they apply to scenarios like LeadSimple transfers?

Setting Up Phone Hours in LeadSimple

Learn how to re-enable microphone and speaker access for phone.leadsimple.com in Chrome, Safari, and Edge when the in-app “Grant Permission” button doesn’t work because access was previously blocked.

Microphone and Speaker Permissions for Phone.LeadSimple.com

Tori Bradford

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 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?

Even with a proper setup, you might encounter some common issues when using VOIP in LeadSimple. Below is a list of frequent problems and how to resolve them:

Troubleshooting Common VOIP Calling Issues

Phone numbers have reputations like email domains. Not following best practices could result in your number being flagged as spam.

Maintaining & Improving Your Phone Number Reputation

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 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

Demo

Pricing

Resources

Consulting

Give Feedback

Find answers and get help from Intercom Support and Community Experts

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