LeadSimple

Aimee

Chris Winn

Tori Bradford

New to CRM and lead management? Start here!

CRM & Lead Management

Start off with learning what LeadSimple is and what's possible with the software!

Intro to the LeadSimple CRM: What is LeadSimple?

CRM Video Series

Learn how to add leads to LeadSimple manually.

1: Adding Leads Manually

Learn how to set up the auto-import feature and add sources to your sources list.

2: Sources & Auto-importing Leads

Adding Leads

Learn about the three ways you can be notified about new leads.

3: Ways to be Notified

Learn how to set up notifications for large or small teams.

4: Notifications for Teams

Getting Notified about New Leads

Learn how to make automatically tracked calls and how to manually track calls made to leads.

5: Making Auto-Tracked Calls

Learn the three ways you can send emails and have them be tracked in LeadSimple.

6: Sending Tracked Emails

Learn about the texting and inbound call tracking features that can be added to any plan.

7: Texting & Inbound Call Tracking

Learn how to log activities manually, use notes, and pin activities to the top of a lead's activity feed.

8: Notes & Logging Activities Manually

Tracking Communications

Learn about what Stages & Workflows are and how to use them.

9: Stages & Workflows: What Are They?

Learn how to set up an auto-responder email for new leads that are imported into LeadSimple (and also in your other stages & workflows.)

10: Auto Emails for New Leads

Learn how to create a basic workflow of steps, both automated and manual, to help you follow up with leads.

11: Creating a Basic Workflow

Learn how to assign workflows steps to specific users and how to be reminded about specific tasks.

12: Advanced Workflows #1

Learn about the rest of the workflows settings that allow you to completely customize your workflows.

13: Advanced Workflows #2

Stages, Workflows, & Automation

Reports: Overview of the CRM Reports

Learn how to customize columns, filters, statistics, and save those settings as reports or views for easy access later.

Reports: Creating Custom Saved Views

Learn how to track and market to referral sources.

Referral Tracking: Marketing to Referrers

Keep track of the leads you receive from each referral source

Referral Tracking: Tracking Referred Business

Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.

Integrations: Integrating with Other Softwares via Zapier

Learn about LeadSimple's integration with MailChimp and what to use it for.

Integrations: Overview of MailChimp Integration

Advanced CRM Features

Creating, Importing, & Syncing Leads

Every lead provider is different, and this articles covers how to set up common ones for the best experience.

Best Practices for Importing Leads

Learn how to automatically import leads from your marketing channels.

Importing Leads Automatically

Learn how to manually create a lead in LeadSimple.

Creating a New Lead Manually

Learn how to import leads from an excel spreadsheet or CSV file.

Importing Leads from a Spreadsheet or CSV

Learn how to import contacts from a spreadsheet.

Importing Contacts from a Spreadsheet

Learn how to import leads into LeadSimple from your email inbox

Set up auto-import directly from your email inbox

Learn how to send leads to LeadSimple manually so they can be parsed into the software automatically.

Email Leads to LeadSimple Manually

Learn how to track your UTM parameters from your marketing campaigns on your leads in LeadSimple.

How to get Marketing UTM Parameters Into LeadSimple

Importing Leads How-Tos

Yes! Learn how to set up auto-import so your leads will import directly into LeadSimple without needing to add them manually.

Will LeadSimple integrate automatically with my website and other marketing channels?

Learn why this happens and how to correct it.

Why are my Leads Importing Incorrectly or with Missing Information?

The short answer: Yes! Click to learn more.

Can I Set Up Multiple Sources per Pipeline?

Learn how to automatically import leads and showings from showing softwares and other listing websites.

Can I import leads and showings from Tenant Turner or ShowMojo?

Learn how to format the new-lead notification email so that LeadSimple imports the data into the correct fields.

What format should new leads be in when they are sent to LeadSimple?

Learn what info is and is not included on a lead export to CSV or Excel spreadsheet.

Can I Export Leads With Their Notes and Activities?

Learn how to automatically send Tenant Turner links to tenant prospects that reached out to your company through other channels.

Sending Tenant Turner Links to Tenant Prospects in LeadSimple

Importing Leads FAQs

Shannon

Notifications, Routing, & Lead Distribution Strategies

Learn how to get notified instantly for every new lead so you can respond immediately.

Getting Notified For New Leads

Here's what you should do if you answer a new lead notification call and hear the lead is already claimed, assigned, or taken.

What should you do when a call says "lead already claimed or taken"?

Learn how to send a test notifications to yourself.

Sending Test Notifications

Learn how to set up different workflows and autoresponders for each of your lead sources.

Source Routing: Mapping Sources to Stages

Learn how to create a unique workflow for leads that call your LeadSimple number.

How to Create a Different Workflow for Phone Leads

Troubleshoot why you're not getting notified about new leads or why calls to your LeadSimple numbers are failing.

Why Am I Not Receiving Call Notifications or Calls to my LeadSimple Numbers?

Learn how to change the info your phone gives you when you are notified of a new lead.

How Do I Choose The Details The Phone Reads Off In Call Notifications For New Leads?

Notifications and Routing

Learn about multiple proven methods for lead distribution among your agents

Lead Distribution Methods

Learn how to automatically distribute leads to multiple agents and configure notifications for those leads.

Automated Lead Distribution (Notifications & Routing)

Learn how to manually distribute leads to users in LeadSimple.

Manual Lead Distribution

Learn how to distribute leads to users based on the marketing source they came from.

Distributing Automatically Imported Leads To Users By Lead Source

Learn how to distribute leads based on geographic location.

Distributing Automatically Imported Leads To Users By Sales Territory

Learn how to distribute leads to different users based on the kind of lead.

Distributing Automatically Imported Leads To Users By Lead Type

Distribution Strategies

Learn how to delete a lead pipeline or a process if you accidentally created one.

How do I delete a pipeline or process type?

Building Sales Workflows

Learn how to design a "killer" sales process.

Designing Your Sales Process

Learn about LeadSimple's default stages and how to edit them or create your own

Managing Your Sales Stages

Learn how to create a workflow of tasks, emails, calls, and texts for each of your sales stages.

Creating Basic Sales Workflows

Learn how to create automated drip campaigns to market to cold leads or current clients.

Automated Email Drip Campaigns

Learn how to add instructions to your workflow tasks to make your processes even more automated and scaleable

Task Instructions and Call Scripts

Learn how to make LeadSimple skip workflow steps if a lead is missing necessary contact information, and more.

Automatically Skip Workflow Steps When Missing Contact Info

Learn how to have LeadSimple automatically change a lead's stage if the lead opens an email, clicks a link, or replies to an email or text.

Engagement Triggers: Automatically Change a Lead's Stage if they Reply to an Email

Learn how to customize LeadSimple even further with custom fields for leads.

Custom Fields

Learn how to use clickable merge tags to improve your processes.

Using Clickable Merge Tags

Creating Sales Workflows

Learn about how you can use pipelines to track different types of leads (such as tenants, buyers, and sellers).

What are pipelines?

Yes! Learn how to use pipelines to track multiple types of leads or contacts.

Can I use LeadSimple for multiple types of leads, such as tenants or buyers?

Learn how to look up leads by their name, contact info, etc.

How do I search for a specific Lead, Property, or Process?

Learn how to update a lead's name and add a company name.

How Do I Edit a Lead's Name?

Learn how to reassign a lead to another user.

How do I Reassign a Lead?

Learn how to delete leads in your account.

How Do I Delete a Lead?

Learn how to move your lead to another pipeline if they were accidentally added to the wrong one.

How do I Move a Lead from One Pipeline into Another?

Learn more about how to import your HOAs into LeadSimple, start processes, and send emails and texts.

Homeowner Association Management in LeadSimple

Managing Leads

Marketing to Referral Sources

Tracking Referred Business

Rewarding Referrers

Use LeadSimple to market and track referral sources

Referral Tracking & Marketing

Learn how to add an overview to your pipelines and processes to explain the process.

Pipeline & Process Overviews

Learn how to filter and sort your lead list to make it more useful.

How to Filter and Sort Your Lead List

Learn about duplicate leads and how LeadSimple detects them.

Duplicate Lead Checker

Learn how to export your leads into an excel spreadsheet and download them.

How to Export Lead Data

Learn how to change stage or assignee, merge or delete leads in bulk.

Using Bulk Actions

Learn how to restart a workflow for a given lead or process so it doesn't slip through the cracks

Restarting a Workflow when a Lead/Process Completes all the Steps

Learn how to temporarily stop an automated workflow from continuing by pausing it.

Pausing a Workflow

Additional Features

Share workflows, processes and templates with friends and colleagues, or make a copy to edit yourself before setting it live.

Sharing Pipelines, Processes and Workflows

Add detailed descriptions and videos of your shared processes so your colleagues or customers know how to use the process

Add Documentation to your Shared Processes

Learn how to clone a shared process from one of your colleagues into your LeadSimple account.

Cloning Workflows and Processes

Sharing Workflows and Processes

Demo

Pricing

Resources

Consulting

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Find answers and get help from Intercom Support and Community Experts

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