Advanced Features | LeadSimple Help Center

Advanced Features

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

18 articles in this collection
Written by Matt, Zachary, and Aimee

Sales Forecasting Dashboard

Set sales goals and track progress against KPIs to always know if your team is on track.

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.

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.

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.

Written by Aimee
Updated over a week ago

Cloning Email and SMS Templates

Learn how to clone templates from one lead type to another

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.

Written by Aimee
Updated over a week ago

Managing Email Templates

Learn how to create personalized email templates to automate your LeadSimple workflows.

Written by Aimee
Updated over a week ago

Managing SMS Templates

Learn how to create and use SMS templates in your LeadSimple workflows

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

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

How to Use Multiple Pipelines

An explanation of how to maximize on the capabilities of having multiple lead types.

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

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

How to Filter and Sort Your Lead List

Learn how to filter and sort your lead list to make it more useful.

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.

Written by Aimee
Updated over a week ago

Integrations - Zapier & MailChimp

Learn about LeadSimple's integrations with Zapier and MailChimp

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.

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