Basics of the Sales CRM

Get an introduction to LeadSimple's Sales CRM module.

11 articles in this collection
Written by Aimee

Get a Demo!

Overview Demo of LeadSimple's Sales/CRM Features

Get a full in-depth demo of LeadSimple's basic Sales/CRM features, plus links to explore the more advanced features.

Written by Aimee
Updated over a week ago

Get Started!

Getting Started Video Series

Ready to get started? This training video series walks you through the features in-depth and helps you get set up.

Written by Aimee
Updated over a week ago

FAQ's

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

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

Written by Aimee
Updated over a week ago

Do you have pre-built workflows or email templates for me to start with?

Yes! Learn more about our free sales workflows for owners and tenants, and learn more about other use cases that will be coming soon.

Written by Aimee
Updated over a week ago

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

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

Written by Aimee
Updated over a week ago

Can I import my leads from a spreadsheet?

Learn how to format your spreadsheet to get it imported into your LeadSimple account.

Written by Aimee
Updated over a week ago

How does email tracking work? Can I send emails from my email address?

Learn how to connect your email address to automatically sync your emails into LeadSimple, as well as send from your email address.

Written by Aimee
Updated over a week ago

What number will leads see when I call them through LeadSimple?

Learn how call tracking works in LeadSimple.

Written by Aimee
Updated over a week ago

Is there a mobile app for my phone/iPad?

Learn how to use LeadSimple on your Apple or Android device.

Written by Aimee
Updated over a week ago

Can I limit other users' access to certain pipelines/settings?

Learn how you can restrict users' access to certain lead pipelines and settings.

Written by Aimee
Updated over a week ago

More Features

How to Filter and Sort Your Lead List

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

Written by Aimee
Updated over a week ago