Advanced Features | LeadSimple Help Center

Advanced Features

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

17 articles in this collection
Written by Matt and Aimee

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 Lead Types

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