Tracking Calls, Emails, & Texts

Learn how to track all your communications in LeadSimple.

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32 articles in this collection
Written by Daniel, Matt, Zachary and 3 others
Emailing

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

Set an email address to be the default sending address or any pipeline or process type.
Shannon avatar
Written by Shannon
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.
Aimee avatar
Written by Aimee
Updated over a week ago

Customize Email Signatures for Multiple Email Accounts

You can set up a custom signature for each email account you have connected to LeadSimple!
Shannon avatar
Written by Shannon
Updated over a week ago

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.
Aimee avatar
Written by Aimee
Updated over a week ago

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

Learn how to email a lead through LeadSimple, manually or automatically.
Matt avatar
Written by Matt
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.
Aimee avatar
Written by Aimee
Updated over a week ago

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

Learn how to stop LeadSimple from tracking your personal emails in your account.
Shannon avatar
Written by Shannon
Updated over a week ago

Can I send one-off texts or emails from a lead, process, or contact page?

Learn how to send a one-off text or email from a lead's page, a contact page, or a process.
Shannon avatar
Written by Shannon
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.
Aimee avatar
Written by Aimee
Updated over a week ago

How can I connect my email with IMAP and SMTP?

Connect your email to Lead Simple through an IMAP and SMTP server
Paullette avatar
Written by Paullette
Updated over a week ago
Texting & Inbound Call Tracking

Why you should Add Texting To Your Sales Arsenal

Texting is hands down the most powerful form of communication in our digital age. And it's underutilized 🤦‍♂️
Zachary avatar
Written by Zachary
Updated over a week ago

Overview of Texting & Inbound Call Tracking in LeadSimple

Learn more about how to track texts and inbound calls in LeadSimple.
Aimee avatar
Written by Aimee
Updated over a week ago

Getting Started with Texting

Learn about pricing and how to activate the texting and inbound call tracking addon.
Matt avatar
Written by Matt
Updated over a week ago

Adding a LeadSimple phone number for one user (Agent Number)

Learn how to generate an agent number and route calls and texts to a specific user.
Matt avatar
Written by Matt
Updated over a week ago

Adding a LeadSimple phone number for multiple users (Shared Number)

Learn how to generate, route and use a phone number specifically for marketing and sales calls.
Matt avatar
Written by Matt
Updated over a week ago

Send Text Messages Manually and Automatically

Learn how to send text messages manually and automatically in LeadSimple.
Matt avatar
Written by Matt
Updated over a week ago

How to Text or Email All Contacts in a Contact Role

Learn how to text or email all contacts in a contact role.
Shannon avatar
Written by Shannon
Updated over a week ago

Make Calls from Local Area Code

Learn how to make calls appear like their coming from the lead's local area code
Aimee avatar
Written by Aimee
Updated over a week ago

Customize Hold Music, Greeting and Voicemail for Inbound Calls

Learn how to customize the hold music, greeting, and voicemail messages for inbound phone calls
Aimee avatar
Written by Aimee
Updated over a week ago

Deleting Phone Numbers

Learn how to delete inbound numbers that you don't need any more
Aimee avatar
Written by Aimee
Updated over a week ago

SMS and Call Reports

Learn how to run analytics on your SMS and call activity in LeadSimple
Aimee avatar
Written by Aimee
Updated over a week ago

Is there a max texting limit per hour?

Learn how many texts you can send per hour through LeadSimple.
Aimee avatar
Written by Aimee
Updated over a week ago

Why is my text message being split into multiple messages?

Here's why your text messages may be getting split into multiple messages, along with tips to avoid it.
Daniel avatar
Written by Daniel
Updated over a week ago

"Phone number not configured correctly" Recording.

Learn how to troubleshoot your Lead Simple number when getting this recording.
Paullette avatar
Written by Paullette
Updated over a week ago