Tracking Calls, Emails, & Texts
Learn how to track all your communications in LeadSimple.
By Zachary and 6 others7 authors39 articles
Connecting Your Email Account To Track Emails in LeadSimple
Choose which Contacts should be included on outgoing emails and text messages in Pipelines and Process Types
Connecting a Shared Inbox for Sending Emails Through LeadSimple
Set up DMARC for your email account
Emailing a Lead Manually or Automatically (One-Off Emails)
Sending Emails from Different Email Accounts
Create a professional email signature with the "float" feature
Customize Email Signatures for Multiple Email Accounts
How to Set a Default Outbound Email Address for Sales Pipelines and Processes
How Do I Stop Personal Emails from Being Tracked in LeadSimple?
Can I send one-off texts or emails from a lead, process, or contact page?
Can leads unsubscribe from my emails?
How can I connect my email with IMAP and SMTP?
Why are my emails duplicated in the lead record?
Printing Lead or Process Conversation History
Why you should Add Texting To Your Sales Arsenal
Text Messaging Business Registration FAQ's
How to add a user to an existing shared phone number or change an agent number to shared
Overview of Texting & Inbound Call Tracking in LeadSimple
Getting Started with Texting
Adding a LeadSimple phone number for one user (Agent Number)
Adding a LeadSimple phone number for multiple users (Shared Number)
Send Text Messages Manually and Automatically
How to Text or Email All Contacts in a Contact Role
Make Calls from Local Area Code
Customize Hold Music, Greeting and Voicemail for Inbound Calls
Deleting Phone Numbers
SMS and Call Reports
Is there a max texting limit per hour?
Why is my text message being split into multiple messages?
Why am I getting the "Phone number not configured correctly" recording?