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Getting Started: CRM & Lead Management
New to CRM and lead management? Start here!
What are pipelines?
Can I use LeadSimple for multiple types of leads, such as tenants or buyers?
How do I delete a pipeline or process type?
How do I search for a specific Lead, Property, or Process?
How Do I Edit a Lead's Name?
How do I Reassign a Lead?
How Do I Delete a Lead?
How do I Move a Lead from One Pipeline into Another?