LeadSimple Help Center
Group 65Go to LeadSimple
All Collections
Advanced Features

Advanced Features

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

Matt avatar Aimee avatar Rachel avatar
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.
Rachel avatar
Written by Rachel
Updated over a week ago

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

Custom Fields

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

Duplicate Lead Checker

Learn about duplicate leads and how LeadSimple detects them.
Aimee avatar
Written by Aimee
Updated over a week ago
LeadSimple Help Center
  • Demo
  • Pricing
  • Resources
  • Consulting
Intercom We run on Intercom