Advanced Features

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

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9 articles in this collection
Written by Matt, Aimee, Rachel and 1 other

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

Delete Processes in Bulk

Learn how to delete multiple processes at once.

Written by Shannon
Updated over a week ago

Dynamic Links / URL's

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

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