Frequently Asked Questions | LeadSimple Help Center

Frequently Asked Questions

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

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

Account

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

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 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 an account?

Written by Chris
Updated over a week ago

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

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

How Do I Set Up LeadSimple's API for Importing Leads?

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

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

Email Forwarding Rules

Learn how to import leads into LeadSimple from your email inbox

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 Delete a Lead?

Learn how to delete leads in your account.

Written by Aimee
Updated over a week ago

Phone

Is There a LeadSimple App for My Phone?

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

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 Am I Not Receiving Call Notifications?

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

Written by Matt
Updated over a week ago

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

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

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

Email

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