Advanced Features

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

6 articles in this collection
Written by Matt, Aimee, and Rachel

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 this week

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