Frequently Asked Questions | LeadSimple Help Center

Frequently Asked Questions

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

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

Account/Billing

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 change my plan from monthly to annual 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 cancel my account?

Written by Chris
Updated over a week ago

Importing Leads

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

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

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

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 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

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

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 this week