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Advanced Features
Advanced Features
Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields
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12 articles in this collection
Written by
Matt,
Aimee,
Rachel
and 1 other
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
Bulk Actions
Using Bulk Actions
Learn how to change stage or assignee, merge or delete leads in bulk.
Written by
Matt
Updated over a week ago
Delete Processes in Bulk
Learn how to delete multiple processes at once.
Written by
Shannon
Updated over a week ago
Can I select multiple leads/processes/properties at once?
Learn how to make edits in bulk to leads, processes or properties.
Written by
Shannon
Updated over a week ago
Other
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
How to Use Tags
Learn how to create and use tags on leads, properties, contacts, and processes.
Written by
Aimee
Updated over a week ago
Dynamic Links / URLs
Learn how to incorporate merge fields into your links/urls in email and text templates to create dynamic links.
Written by
Aimee
Updated over a week ago
Customize Process Names
Learn how to use contact merge tags or property street merge tag to help name your processes!
Written by
Shannon
Updated over a week ago
Custom Fields
Custom Fields
Learn how to customize LeadSimple even further with custom fields for leads.
Written by
Aimee
Updated over a week ago
Using Clickable Merge Tags
Learn how to use clickable merge tags to improve your processes.
Written by
Rachel
Updated over a week ago
Can data on a process custom field/merge tag be used across multiple processes?
Learn how data from processes in a custom field/merge tag is copied into a sub-process.
Written by
Shannon
Updated over a week ago