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Getting Started: CRM & Lead Management
Getting Started: CRM & Lead Management

New to CRM and lead management? Start here!

Aimee avatarMatt avatar
By Aimee and 1 other2 authors20 articles
Intro: What is LeadSimple?

Adding Leads


1: Adding Leads Manually
2: Sources & Auto-importing Leads

Getting Notified about New Leads


3: Ways to be Notified
4: Notifications for Teams

Tracking Communications


5: Making Auto-Tracked Calls
6: Sending Tracked Emails
7: Texting & Inbound Call Tracking
8: Notes & Logging Activities Manually

Stages, Workflows, & Automation


9: Stages & Workflows: What Are They?
10: Auto Emails for New Leads
11: Creating a Basic Workflow
12: Advanced Workflows #1
13: Advanced Workflows #2

Advanced CRM Features


Reports: Overview of the CRM Reports
Reports: Creating Custom Saved Views
Referral Tracking: Marketing to Referrers
Referral Tracking: Tracking Referred Business
Integrations: Integrating with Other Softwares via Zapier
Integrations: Overview of MailChimp Integration
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