Getting Started - Training Video Series

Learn everything from the basics to more advanced use cases here. Recommendation: Watch them in order as they build on each other.

13 articles in this collection
Written by 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: 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

8: Stages & Workflows: What Are They?

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

Written by Aimee
Updated over a week ago

9: 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

10: 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

11: Advanced Workflows #1 - Assigning Tasks & Task Reminders

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

Texting & Inbound Call Tracking

12: 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