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Frequently Asked Questions
Frequently Asked Questions
Find quick solutions to the most commonly asked questions and problems.
+2
50 articles in this collection
Written by
Chris,
Matt,
Aimee
and 2 others
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
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 yesterday
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 yesterday
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
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