LeadSimple

Yes! Learn more about our free sales workflows for owners and tenants, and learn more about other use cases that will be coming soon.

Do you have pre-built workflows & email templates for me to start with?

Aimee

Matt

Chris

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

Frequently Asked Questions

Yes! Learn how to set up auto-import so your leads will import directly into LeadSimple without needing to add them manually.

Will LeadSimple integrate automatically with my website and other marketing channels?

Learn how to import contacts from a spreadsheet.

Can I Import Contacts from a Spreadsheet?

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

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

The short answer: Yes! Click to learn more.

Can I Set Up Multiple Sources per Pipeline?

Learn how to format the new-lead notification email so that LeadSimple imports the data into the correct fields.

What format should new leads be in when they are sent to LeadSimple?

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

Can I Import Leads from a Spreadsheet or CSV?

Learn how to import leads into LeadSimple from your email inbox

Set up auto-import directly from your email inbox

Learn why this happens and how to correct it.

Why are my Leads Importing Incorrectly or with Missing Information?

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

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

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

Can I Export Leads With Their Notes and Activities?

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

How Do I Find My API key?

Importing Leads

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

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

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

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

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

What fields are supported in conditional logic?

Processes and Workflow Automation

Yes! Learn how to use pipelines to track multiple types of leads or contacts.

Can I use LeadSimple for multiple types of leads, such as tenants or buyers?

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

What are pipelines?

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

How do I delete a lead type / pipeline or process type?

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

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

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

How Do I Edit a Lead's Name?

Learn how to reassign a lead to another user.

How do I Reassign a Lead?

Learn how to delete leads in your account.

How Do I Delete a Lead?

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

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

Managing Leads

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

What Happens When A Lead Texts Me Back?

When you respond to incoming call notification, you might hear this message on the phone. Read this to find out why it might be happening.

Why do I get this message? "Caller has already been transferred to voicemail"

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

Why Are Only Some of My Calls Being Recorded?

Learn how to change the default caller ID in LeadSimple

How to set to the default caller ID on outbound calls

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

Why can't I make calls?

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

How Do I Download a Call Recording?

Learn how call tracking works in LeadSimple.

What number will leads see when I call them through LeadSimple?

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

How to add a company number to LeadSimple to mask your phone number

How leads can choose to stop receiving text messages

Can leads unsubscribe from text messages?

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

Is there a max character limit for text messages?

Daniel

Calling/Texting

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

How Does Email Tracking Work?

What to do if you see this error message from Microsoft when sending an email in LeadSimple

"Whoops! We can't send the email." Error Message

Learn why your email account sometimes disconnects from LeadSimple

Why did my email account disconnect from LeadSimple?

Learn why the wrong email sometimes connects when you are connecting your email (and how to fix it).

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

Fix "Cannot send mail" error with Microsoft email accounts

Enabling IMAP/Pop access on Microsoft accounts

Learn how to connect your email address to automatically sync your emails into LeadSimple, as well as send from your email address.

How does email tracking work? Can I send emails from my email address?

Troubleshoot why you are unable to send emails.

Why Can't I Send Any Emails?

Learn why emails sometimes don't send automatically.

Why Aren't My Automatic Emails Sending?

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

Email Sending Limits

Learn about sending bulk email to a list of leads.

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

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

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

Learn how to enhance email templates with links and images.

How Do I Add Links and Images to Emails?

Learn what to do when you hit an "Error Quota Exceeded" error when sending emails.

What to do when you hit an "Error Quota Exceeded" error when sending emails

Learn why your images in emails will sometimes appear too large and what to do about it

Why are my images displaying too large in Outlook?

Emails

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

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

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

Why Can't I Log In?

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

How Do I Reset My Password?

Where can I view my login history?

Learn how to switch your plan between Basic, Growth, or Operations.

How to change my billing plan?

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

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

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

Learn how to update the card LeadSimple charges each period.

How Do I Update The Card Used For Billing?

How do I cancel my account?

Account/Billing

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

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

Troubleshoot why you're not getting notified about new leads or why calls to your LeadSimple numbers are failing.

Why Am I Not Receiving Call Notifications or Calls to my LeadSimple Numbers?

Lead Notifications

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

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

Embedding Videos

Learn which country phone numbers LeadSimple supports in a user's profile.

What phone numbers does LeadSimple support?

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

Error Messages in LeadSimple (Comprehensive Guide)

Learn why you sometimes can't @mention another user in a Note on a lead/process/conversation, and how you can change that.

What does "Sorry, no other users can see this" mean and how do I change that?

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

Disconnect your LeadSimple tasks from your Calendar

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

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

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

Is There a Mobile App for My Phone?

Learn how you can restrict users' access to certain lead pipelines and settings.