LeadSimple

Learn how to create and use tags on leads, properties, contacts, and processes.

How to Use Tags

Learn how to use contact merge tags or property street merge tag to help name your processes!

Learn how to incorporate merge fields into your links/urls in email and text templates to create dynamic links.

Learn how data from processes in a custom field/merge tag is copied into a sub-process.

Learn how to use Leadsimple on your Apple or Android device.

This article reviews all the error messages you may receive while using LeadSimple, what they mean, and how to resolve them.

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

Learn how to delete multiple processes at once.

Learn how to make edits in bulk to leads, processes or properties.

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