Advanced Features

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

+1

12 articles in this collection
Written by Matt, Aimee, JP 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 JP
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