Advanced Features

Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields

6 articles in this collection
Written by Matt, Aimee, and Rachel

Using Clickable Merge Tags

Learn how to use clickable merge tags to improve your processes.

Written by Rachel
Updated over a week ago

Using Bulk Actions

Learn how to change stage or assignee, merge or delete leads in bulk

Written by Matt
Updated over a week ago

How to Use Tags

Learn how to create and use tags on leads.

Written by Aimee
Updated over a week ago

Custom Fields

Learn how to customize LeadSimple even further with custom fields for leads.

Written by Aimee
Updated over a week ago

How to Export Lead Data

Learn how to export your leads into an excel spreadsheet and download them.

Written by Aimee
Updated over a week ago

Duplicate Lead Checker

Learn about duplicate leads and how LeadSimple detects them.

Written by Aimee
Updated over a week ago