LeadSimple

Learn how to filter and sort your lead list to make it more useful.

How to Filter and Sort Your Lead List

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

Learn how to change stage or assignee, merge or delete leads in bulk.

Learn how to delete multiple processes at once.

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

Learn how to export your leads into an excel spreadsheet and download them.

Learn about duplicate leads and how LeadSimple detects them.

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

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

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

Learn how to customize LeadSimple even further with custom fields for leads.

Learn how to use clickable merge tags to improve your processes.

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

Find answers and get help from Intercom Support and Community Experts