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CRM & Lead Management
CRM & Lead Management
New to CRM and lead management? Start here!
By Aimee and 4 others
5 authors
76 articles
CRM Video Series
Intro to the LeadSimple CRM: What is LeadSimple?
Adding Leads
2 articles
Getting Notified about New Leads
2 articles
Tracking Communications
4 articles
Stages, Workflows, & Automation
5 articles
Advanced CRM Features
6 articles
Creating, Importing, & Syncing Leads
Importing Leads How-Tos
7 articles
Importing Leads FAQs
6 articles
Notifications, Routing, & Lead Distribution Strategies
Notifications and Routing
7 articles
Distribution Strategies
6 articles
Building Sales Workflows
How do I delete a pipeline or process type?
Designing Your Sales Process
1 article
Creating Sales Workflows
8 articles
Managing Leads
What are pipelines?
Can I use LeadSimple for multiple types of leads, such as tenants or buyers?
How do I search for a specific Lead, Property, or Process?
How Do I Edit a Lead's Name?
How do I Reassign a Lead?
How Do I Delete a Lead?
How do I Move a Lead from One Pipeline into Another?
Referral Tracking & Marketing
3 articles
Additional Features
Pipeline & Process Overviews
How to Filter and Sort Your Lead List
Duplicate Lead Checker
How to Export Lead Data
Using Bulk Actions
Restarting a Workflow when a Lead/Process Completes all the Steps
Pausing a Workflow
Sharing Workflows and Processes
3 articles