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Advanced Features

Advanced Features

Discover LeadSimple's advanced features and how to use them.

Matt avatar Zachary avatar Aimee avatar
20 articles in this collection
Written by Matt, Zachary, and Aimee

Two-Factor Authentication

Learn how to set up two-factor authentication to increase your account's security, how it works, and how to disable it.
Aimee avatar
Written by Aimee
Updated this week

Create a PDF with Zapier

Ever wanted to send a generated PDF with dynamic data?
Zachary avatar
Written by Zachary
Updated over a week ago

Sales Forecasting Dashboard

Set sales goals and track progress against KPIs to always know if your team is on track.
Zachary avatar
Written by Zachary
Updated over a week ago
Email/SMS

Video Embed Feature

Make your communications stand out by embedding videos in your email templates.
Aimee avatar
Written by Aimee
Updated over a week ago

Send Test Version of an Email Template

Learn how to send a test version of an email template to yourself.
Aimee avatar
Written by Aimee
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

Cloning Email and SMS Templates

Learn how to clone templates from one lead type to another
Aimee avatar
Written by Aimee
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

Managing Email Templates

Learn how to create personalized email templates to automate your LeadSimple workflows.
Aimee avatar
Written by Aimee
Updated over a week ago

Managing SMS Templates

Learn how to create and use SMS templates in your LeadSimple workflows
Aimee avatar
Written by Aimee
Updated over a week ago
Leads

Using Bulk Actions

Learn how to change stage or assignee, merge or delete leads in bulk
Matt avatar
Written by Matt
Updated over a week ago

How to Use Tags

Learn how to create and use tags on leads.
Aimee avatar
Written by Aimee
Updated over a week ago

How to Use Multiple Pipelines

An explanation of how to maximize on the capabilities of having multiple pipelines.
Aimee avatar
Written by Aimee
Updated over a week ago

Duplicate Lead Checker

Learn about duplicate leads and how LeadSimple detects them.
Aimee avatar
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.
Aimee avatar
Written by Aimee
Updated over a week ago

How to Filter and Sort Your Lead List

Learn how to filter and sort your lead list to make it more useful.
Aimee avatar
Written by Aimee
Updated over a week ago
Integration

iCal Feed for Tasks

Learn how to connect your tasks in LeadSimple to your Google, Apple or Outlook calendar.
Aimee avatar
Written by Aimee
Updated over a week ago

Integrations - Zapier & MailChimp

Learn about LeadSimple's integrations with Zapier and MailChimp
Aimee avatar
Written by Aimee
Updated over a week ago
Other (Custom Fields/Recording Calls)

How to Record Calls in LeadSimple

Learn how to record calls that were made through LeadSimple.
Aimee avatar
Written by Aimee
Updated over a week ago

Custom Fields

Learn how to customize LeadSimple even further with custom fields for leads.
Aimee avatar
Written by Aimee
Updated over a week ago