LeadSimple

Aimee

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

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

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

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

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

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

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

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

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

Learn how to delete a contact or property entirely.

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

{assigneeName} needs more information from you