Go to LeadSimple
All Collections
Getting Started: CRM & Lead Management
Getting Started: CRM & Lead Management
New to CRM and lead management? Start here!
20 articles in this collection
Written by
Matt
and
Aimee
Intro: What is LeadSimple?
Start off with learning what LeadSimple is and what's possible with the software!
Written by
Aimee
Updated over a week ago
Adding Leads
1: Adding Leads Manually
Learn how to add leads to LeadSimple manually.
Written by
Aimee
Updated over a week ago
2: Sources & Auto-importing Leads
Learn how to set up the auto-import feature and add sources to your sources list.
Written by
Aimee
Updated over a week ago
Getting Notified about New Leads
3: Ways to be Notified
Learn about the three ways you can be notified about new leads.
Written by
Aimee
Updated over a week ago
4: Notifications for Teams
Learn how to set up notifications for large or small teams.
Written by
Aimee
Updated over a week ago
Tracking Communications
5: Making Auto-Tracked Calls
Learn how to make automatically tracked calls and how to manually track calls made to leads.
Written by
Aimee
Updated over a week ago
6: Sending Tracked Emails
Learn the three ways you can send emails and have them be tracked in LeadSimple.
Written by
Aimee
Updated over a week ago
7: Texting & Inbound Call Tracking
Learn about the texting and inbound call tracking features that can be added to any plan.
Written by
Aimee
Updated over a week ago
8: Notes & Logging Activities Manually
Learn how to log activities manually, use notes, and pin activities to the top of a lead's activity feed.
Written by
Aimee
Updated over a week ago
Stages, Workflows, & Automation
9: Stages & Workflows: What Are They?
Learn about what Stages & Workflows are and how to use them.
Written by
Aimee
Updated over a week ago
10: Auto Emails for New Leads
Learn how to set up an auto-responder email for new leads that are imported into LeadSimple (and also in your other stages & workflows.)
Written by
Aimee
Updated over a week ago
11: Creating a Basic Workflow
Learn how to create a basic workflow of steps, both automated and manual, to help you follow up with leads.
Written by
Aimee
Updated over a week ago
12: Advanced Workflows #1
Learn how to assign workflows steps to specific users and how to be reminded about specific tasks.
Written by
Aimee
Updated over a week ago
13: Advanced Workflows #2
Learn about the rest of the workflows settings that allow you to completely customize your workflows.
Written by
Aimee
Updated over a week ago
Advanced CRM Features
Reports: Overview of the CRM Reports
Written by
Aimee
Updated over a week ago
Reports: Creating Custom Saved Views
Learn how to customize columns, filters, statistics, and save those settings as reports or views for easy access later.
Written by
Matt
Updated over a week ago
Referral Tracking: Marketing to Referrers
Learn how to track and market to referral sources.
Written by
Matt
Updated over a week ago
Referral Tracking: Tracking Referred Business
Keep track of the leads you receive from each referral source
Written by
Matt
Updated over a week ago
Integrations: Integrating with Other Softwares via Zapier
Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.
Written by
Aimee
Updated over a week ago
Integrations: Overview of MailChimp Integration
Learn about LeadSimple's integration with MailChimp and what to use it for.
Written by
Aimee
Updated over a week ago