LeadSimple

Shannon

Aimee

Shadai Griffith

Learn about Contacts and Properties, what they're useful for and how to manage them

Contacts & Properties

Learn how to create a new contact that you can then add to leads.

Creating a New Contact

Learn how to add information to the contacts on a lead or process right from that page.

How to Update a Contact Card from a Lead or Process Page

Learn how to link one or more contacts to a lead record.

Adding Contacts to a Lead

Learn the difference between contacts and leads and when to use each.

What's the Difference Between a Contact and a Lead?

Contacts

Learn how to create a new property that you can then add to leads.

Creating a New Property

Learn how to link one or more properties to a lead.

Adding Properties to a Lead

Learn how to use the new unit feature for multi-unit properties!

Multi-unit Properties - How to Use Units

Learn how to edit your property's information once the property has been already created.

How to Edit Property Information

Properties

Learn how to merge Leads, Contacts or Properties if you have duplicates in your account.

Merging Leads, Contacts, and Properties

Learn how to remove a contact from a lead if you added it accidentally.

How do I Remove a Contact or Property from a Lead?

Learn how to delete a contact or property entirely.

How do I Delete a Contact or Property Entirely?

Deleting or Merging Contacts & Properties

Learn how to navigate search between leads, contacts, and properties, and learn some helpful keyboard shortcuts.

Searching for Leads, Contacts, and Properties

Learn how to filter your lead, contact, and property lists by custom field.

Filtering Properties & Contacts by Custom Field

Admins - learn what types of permissions you can give or restrict with contacts and properties.

Managing User Permissions for Contacts & Properties

Searching For & Filtering Contacts & Properties

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