Frequently Asked Questions

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

Chris avatar Daniel avatar Matt avatar +4
65 articles in this collection
Written by Chris, Daniel, Matt and 4 others
Importing Leads

Will LeadSimple integrate automatically with my website and other marketing channels?

Yes! Learn how to set up auto-import so your leads will import directly into LeadSimple without needing to add them manually.
Aimee avatar
Written by Aimee
Updated over a week ago

Can I Import Contacts from a Spreadsheet?

Learn how to import contacts from a spreadsheet.
Rob avatar
Written by Rob
Updated over a week ago

How Do I Set Up Auto-Import for my Leads?

Learn how to import leads using a unique, LeadSimple email address.
Aimee avatar
Written by Aimee
Updated over a week ago

Can I Set Up Multiple Sources per Pipeline?

The short answer: Yes! Click to learn more.
Aimee avatar
Written by Aimee
Updated over a week ago

What format should new leads be in when they are sent to LeadSimple?

Learn how to format the new-lead notification email so that LeadSimple imports the data into the correct fields.
Matt avatar
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.
Matt avatar
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
Matt avatar
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.
Aimee avatar
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.
Matt avatar
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.
Matt avatar
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.
Matt avatar
Written by Matt
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.
Aimee avatar
Written by Aimee
Updated over a week ago

Why do I get this message? "Caller has already been transferred to voicemail"

When you respond to incoming call notification, you might hear this message on the phone. Read this to find out why it might be happening.
Daniel avatar
Written by Daniel
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.
Aimee avatar
Written by Aimee
Updated over a week ago

How to set to the default caller ID on outbound calls

Learn how to change the default caller ID in LeadSimple
Rob avatar
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.
Aimee avatar
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.
Aimee avatar
Written by Aimee
Updated over a week ago

What number will leads see when I call them through LeadSimple?

Learn how call tracking works in LeadSimple.
Aimee avatar
Written by Aimee
Updated over a week ago

How to add a company number to LeadSimple to mask your phone number

Learn how to add a company number and customize the number displayed in the caller ID when you make outbound calls.
Aimee avatar
Written by Aimee
Updated over a week ago

Can leads unsubscribe from text messages?

How leads can choose to stop receiving text messages
Rob avatar
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.
Matt avatar
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.
Matt avatar
Written by Matt
Updated over a week ago

"Whoops! We can't send the email." Error Message

What to do if you see this error message from Microsoft when sending an email in LeadSimple
Matt avatar
Written by Matt
Updated over a week ago

Why did my email account disconnect from LeadSimple?

Learn why your email account sometimes disconnects from LeadSimple
Matt avatar
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 (and how to fix it).
Aimee avatar
Written by Aimee
Updated over a week ago

Enabling IMAP/Pop access on Microsoft accounts

Fix "Cannot send mail" error with Microsoft email accounts
Chris avatar
Written by Chris
Updated over a week ago

How does email tracking work? Can I send emails from my email address?

Learn how to connect your email address to automatically sync your emails into LeadSimple, as well as send from your email address.
Aimee avatar
Written by Aimee
Updated over a week ago

Why Can't I Send Any Emails?

Troubleshoot why you are unable to send emails.
Aimee avatar
Written by Aimee
Updated over a week ago

Why Aren't My Automatic Emails Sending?

Learn why emails sometimes don't send automatically.
Aimee avatar
Written by Aimee
Updated over a week ago

Email Sending Limits

Have you ever wondered why your email sending exceeded the quota?
Rob avatar
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.
Aimee avatar
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.
Aimee avatar
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.
Aimee avatar
Written by Aimee
Updated over a week ago

What to do when you hit an "Error Quota Exceeded" error when sending emails

Learn what to do when you hit an "Error Quota Exceeded" error when sending emails.
Aimee avatar
Written by Aimee
Updated over a week ago

Why are my images displaying too large in Outlook?

Learn why your images in emails will sometimes appear too large and what to do about it
Aimee avatar
Written by Aimee
Updated over a week ago