Frequently Asked Questions | LeadSimple Help Center

Frequently Asked Questions

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

36 articles in this collection
Written by Chris, Matt, and Aimee

Account/Billing

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 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 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

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

How do I cancel my account?

Written by Chris
Updated over a week ago

Importing Leads

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

Email Forwarding Rules

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

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

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 this week

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

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

Managing Leads

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?

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

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

Emails

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

Can I Send an Email Blast to Multiple Leads at Once?

Learn about sending bulk email to a list of leads.

Written by Matt
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

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

Enabling IMAP/Pop access on Microsoft accounts

Fix "Cannot send mail" error with Microsoft email accounts

Written by Chris
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

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