LeadSimple

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Learn how to import leads into your account, create them manually, and distribute them to your team

Importing, Creating & Distributing Leads

Learn how to automatically import leads from your marketing channels.

Importing Leads Automatically

Learn how to manually create a lead in LeadSimple.

Creating a New Lead Manually

Learn how to correctly configure Microsoft Outlook to correctly send leads to LeadSimple.

Configuring Outlook to Forward Leads to LeadSimple

Learn how to send leads to LeadSimple manually so they can be parsed into the software automatically.

Send Leads to LeadSimple Manually

Every lead provider is different, and this articles covers how to set up common ones for the best experience.

Best Practices for Importing Leads

Creating and Importing

Learn how to get notified instantly for every new lead so you can respond immediately.

Getting Notified For New Leads

Here's what you should do if you answer a new lead notification call and hear the lead is already claimed, assigned, or taken.

What should you do when a call says "lead already claimed or taken"?

Learn how to send a test notifications to yourself.

Sending Test Notifications

Learn how to set up different workflows and autoresponders for each of your lead sources.

Source Routing: Mapping Sources to Stages

Learn how to create a unique workflow for leads that call your LeadSimple number.

How to Create a Different Workflow for Phone Leads

Notifications and Routing

Learn about multiple proven methods for lead distribution among your agents

Lead Distribution Methods

Learn how to automatically distribute leads to multiple agents and configure notifications for those leads.

Automated Lead Distribution (Notifications & Routing)

Learn how to manually distribute leads to users in LeadSimple.

Manual Lead Distribution

Learn how to distribute leads to users based on the marketing source they came from.

Distributing Automatically Imported Leads To Users By Lead Source

Learn how to distribute leads based on geographic location.

Distributing Automatically Imported Leads To Users By Sales Territory

Learn how to distribute leads to different users based on the kind of lead.

Distributing Automatically Imported Leads To Users By Lead Type

Distribution Strategies

Demo

Pricing

Resources

Consulting

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