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Frequently Asked Questions
Find quick solutions to the most commonly asked questions and problems.
Do you have pre-built workflows & email templates for me to start with?
Will LeadSimple integrate automatically with my website and other marketing channels?
Can I Import Contacts from a Spreadsheet?
How Do I Set Up Auto-Import for my Leads?
Can I Set Up Multiple Sources per Pipeline?
What format should new leads be in when they are sent to LeadSimple?
Can I Import Leads from a Spreadsheet or CSV?
Set up auto-import directly from your email inbox
Why are my Leads Importing Incorrectly or with Missing Information?
Can I import leads and showings from Tenant Turner or ShowMojo?
Can I Export Leads With Their Notes and Activities?
How Do I Find My API key?
Setting Up the Move In Process to Pull in Only Future Tenants
Does LeadSimple's Operations Management System replace my property management software?
Can I make task due dates relative to the move in date or other custom date?
What fields are supported in conditional logic?
Error: "There was an Error Loading this Step. Our dev team has been notified."
What are pipelines?
Can I use LeadSimple for multiple types of leads, such as tenants or buyers?
How do I delete a lead type / pipeline or process type?
How do I search for a specific Lead, Property, or Process?
How Do I Edit a Lead's Name?
How do I Reassign a Lead?
How Do I Delete a Lead?
How do I Move a Lead from One Pipeline into Another?
What Happens When A Lead Texts Me Back?
Why do I get this message? "Caller has already been transferred to voicemail"
Why Are Only Some of My Calls Being Recorded?
How to set to the default caller ID on outbound calls
Why can't I make calls?
How Do I Download a Call Recording?
What number will leads see when I call them through LeadSimple?
How to add a company number to LeadSimple to mask your phone number
Can leads unsubscribe from text messages?
Is there a max character limit for text messages?
Can I Use Other Phone Numbers I Own in LeadSimple?
How Does Email Tracking Work?
"Whoops! We can't send the email." Error Message
Why did my email account disconnect from LeadSimple?
Why is a different email connecting when I try to connect my email?
Enabling IMAP/Pop access on Microsoft accounts
How does email tracking work? Can I send emails from my email address?
Why Can't I Send Any Emails?
Why Aren't My Automatic Emails Sending?
Email Sending Limits
Can I Send a Bulk Email Blast to Multiple Leads at Once?
How Do I Attach Files and Delete Attachments On Email Templates?
How Do I Add Links and Images to Emails?
What to do when you hit an "Error Quota Exceeded" error when sending emails
Why are my images displaying too large in Outlook?
Which plan is right for me? / What is included on my current plan?
Why Can't I Log In?
How Do I Reset My Password?
Where can I view my login history?
How to change my billing plan?
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?
How Do I Update The Card Used For Billing?
How do I cancel my account?
Using Enterprise Bank & Trust Credits to Pay for LeadSimple
What phone numbers does LeadSimple support?
Error Messages in LeadSimple (Comprehensive Guide)
How Time Zones Work in LeadSimple
What does "Sorry, no other users can see this" mean and how do I change that?
Disconnect your LeadSimple tasks from your Calendar
Can I change the default view when I first login in to my account?
Is There a Mobile App for My Phone?
Can I limit other users' access to certain pipelines/settings?