LeadSimple

Learn more about how we have teamed up with Enterprise Bank & how to use your credits to pay for your LeadSimple subscription and consulting

Using Enterprise Bank & Trust Credits to Pay for LeadSimple

Learn exactly which features and how many users are included in each plan.

Which plan is right for me? / What is included on my current plan?

Learn how to switch your plan between Phone & Inbox, CRM, or Operations.

How to change my billing plan?

Learn how to switch your plan from monthly to annual billing to take advantage of the discount.

How do I change my CRM plan from monthly to annual billing or from annual to monthly billing?

How Do I Change the Email Address Invoices are Sent to?

Learn how to update the card LeadSimple charges each period.

How Do I Update The Card Used For Billing?

Learn how to cancel your account in this article!

How do I cancel my account?

To resolve this, the tagged units need to be marked as inactive in AppFolio to exclude them from your billed units count.

What to Do if Your Billed Units Are Higher Than Expected - AppFolio

Have two LeadSimple accounts and want to merge them into one? Follow the steps in this article!

How to Merge Two LeadSimple Accounts

Catherine Makena

Alexa Roeper

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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