Frequently Asked Questions

Find quick solutions to the most commonly asked questions and problems.

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52 articles in this collection
Written by Chris, Matt, Aimee and 2 others

Importing Leads

Can I Import Contacts from a Spreadsheet?

Learn how to import contacts from a spreadsheet.

Written by Rob
Updated over a week ago

How Do I Set Up Auto-Import for my Leads?

Learn how to import leads using a unique, LeadSimple email address.

Written by Aimee
Updated over a week ago

Can I Set Up Multiple Sources per Pipeline?

The short answer: Yes! Click to learn more.

Written by Aimee
Updated over a week ago

Can I Import Leads from a Spreadsheet or CSV?

Learn how to import leads from an excel spreadsheet or CSV file.

Written by Matt
Updated over a week ago

Set up auto-import directly from your email inbox

Learn how to import leads into LeadSimple from your email inbox

Written by Matt
Updated over a week ago

Why are my Leads Importing Incorrectly or with Missing Information?

Learn why this happens and how to correct it.

Written by Aimee
Updated over a week ago

Can I import leads and showings from Tenant Turner or ShowMojo?

Learn how to automatically import leads and showings from showing softwares and other listing websites.

Written by Matt
Updated over a week ago

Can I Export Leads With Their Notes and Activities?

Learn what info is and is not included on a lead export to CSV or Excel spreadsheet.

Written by Matt
Updated over a week ago

How Do I Find My API key?

Learn how to find your API key when integrating with Zapier.

Written by Matt
Updated over a week ago

Processes and Workflow Automation

Can I make task due dates relative to the move in date or other custom date?

Learn how to set the due date for workflow steps to be relative to a date field on the process

Written by Matt
Updated over a week ago

What fields are supported in conditional logic?

Learn which types of fields you can use as step conditions in your sales or operational workflows

Written by Matt
Updated over a week ago

Does LeadSimple's Operations Management System replace my property management software?

Learn how LeadSimple's Operations and Processes complement your property management software

Written by Matt
Updated over a week ago

Managing Leads

What are pipelines?

Learn about how you can use pipelines to track different types of leads (such as tenants, buyers, and sellers).

Written by Aimee
Updated over a week ago

How do I delete a lead type / pipeline?

Learn how to delete a lead pipeline if you accidentally created one

Written by Matt
Updated over a week ago

How do I search for a specific Lead, Property, or Process?

Learn how to look up leads by their name, contact info, etc.

Written by Aimee
Updated over a week ago

How Do I Edit a Lead's Name?

Learn how to update a lead's name and add a company name.

Written by Aimee
Updated over a week ago

How do I Reassign a Lead?

Learn how to reassign a lead to another user.

Written by Aimee
Updated over a week ago

How Do I Delete a Lead?

Learn how to delete leads in your account.

Written by Aimee
Updated over a week ago

How do I Move a Lead from One Pipeline into Another?

Learn how to move your lead to another pipeline if they were accidentally added to the wrong one.

Written by Aimee
Updated over a week ago

Calling/Texting

How to set to the default caller ID on outbound calls

Learn how to change the default caller ID in LeadSimple

Written by Rob
Updated over a week ago

Why can't I make calls?

Learn what to check for if you are unable to make calls through LeadSimple.

Written by Aimee
Updated over a week ago

What Happens When A Lead Texts Me Back?

Learn how you are notified when a lead replies to your text and how to get back to them quickly.

Written by Aimee
Updated over a week ago

Why Are Only Some of My Calls Being Recorded?

Learn about which calls are recorded and how to change your call recording settings.

Written by Aimee
Updated over a week ago

How Do I Download a Call Recording?

Learn how to download a recording of a call you've made to a lead.

Written by Aimee
Updated over a week ago

What Number Do People See When I Call Them?

Learn how to customize the number displayed in the caller ID when you make outbound calls.

Written by Aimee
Updated over a week ago

Can leads unsubscribe from text messages?

How leads can choose to stop receiving text messages

Written by Rob
Updated over a week ago

Is there a max character limit for text messages?

Learn about character limits in the text messages you send through LeadSimple.

Written by Matt
Updated over a week ago

Emails

How Does Email Tracking Work?

Learn how the emails you send to and receive from leads are tracked in LeadSimple.

Written by Matt
Updated over a week ago

Why did my email account disconnect from LeadSimple?

Learn why your email account sometimes disconnects from LeadSimple

Written by Matt
Updated over a week ago

Why is a different email connecting when I try to connect my email?

Learn why the wrong email sometimes connects when you are connecting your email.

Written by Aimee
Updated over a week ago

Enabling IMAP/Pop access on Microsoft accounts

Fix "Cannot send mail" error with Microsoft email accounts

Written by Chris
Updated over a week ago

Why Can't I Send Any Emails?

Troubleshoot why you are unable to send emails.

Written by Aimee
Updated over a week ago

Why Aren't My Automatic Emails Sending?

Learn why emails sometimes don't send automatically.

Written by Aimee
Updated over a week ago

Email Sending Limits

Have you ever wondered why your email sending exceeded the quota?

Written by Rob
Updated over a week ago

Can I Send a Bulk Email Blast to Multiple Leads at Once?

Learn about sending bulk email to a list of leads.

Written by Aimee
Updated over a week ago

How Do I Attach Files and Delete Attachments On Email Templates?

Learn how to add or delete file attachments on email templates.

Written by Aimee
Updated over a week ago

How Do I Add Links and Images to Emails?

Learn how to enhance email templates with links and images.

Written by Aimee
Updated over a week ago

Account/Billing

Why Can't I Log In?

Having trouble logging in to your LeadSimple account? This article will show you how to fix that.

Written by Aimee
Updated over a week ago

Which plan is right for me? / What is included on my current plan?

Learn exactly which features and how many users are included in each plan.

Written by Aimee
Updated over a week ago

How Do I Reset My Password?

Learn how to reset your password if you forget it or need to change it.

Written by Aimee
Updated over a week ago

Where can I View my Login History?

Learn how to view your login history.

Written by Aimee
Updated over a week ago

How to change my billing plan?

Learn how to switch your plan between Get Organized, Complete, or Dominate.

Written by Rachel
Updated over a week ago

How do I change my plan from monthly to annual billing or from annual to monthly billing?

Learn how to switch your plan from monthly to annual billing to take advantage of the discount.

Written by Aimee
Updated over a week ago

How Do I Change the Email Address Invoices are Sent to?

Written by Aimee
Updated over a week ago

How Do I Update The Card Used For Billing?

Learn how to update the card LeadSimple charges each period.

Written by Aimee
Updated over a week ago

How do I cancel my account?

Written by Chris
Updated over a week ago

Lead Notifications

How Do I Choose The Details The Phone Reads Off In Call Notifications For New Leads?

Learn how to change the info your phone gives you when you are notified of a new lead.

Written by Aimee
Updated over a week ago

Why Am I Not Receiving Call Notifications?

Troubleshoot why you're not getting notified about new leads.

Written by Matt
Updated over a week ago

Embedding Videos

Why am I running into an error when trying to embed a BombBomb video?

Learn what to do if LeadSimple doesn't accept your BombBomb video link.

Written by Aimee
Updated over a week ago

Other

Disconnect your LeadSimple tasks from your Calendar

Learn how to disconnect your LeadSimple Calendar from your calendar app so it doesn't show your tasks.

Written by Rob
Updated over a week ago

Can I change the default view when I first login in to my account?

Learn how to update your default view settings to default to a certain pipeline or to your tasks page.

Written by Rob
Updated over a week ago

Is There a Mobile App for My Phone?

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

Written by Aimee
Updated over a week ago