LeadSimple

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.

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

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

Learn how to reassign a lead to another user.

Learn how to delete leads in your account.

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

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

Learn how to track and market to referral sources.

Keep track of the leads you receive from each referral source

Use LeadSimple to market and track referral sources

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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