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