LeadSimple

Get an intro to the training series and an overview of what will be covered.

1: Quick Intro & Overview

Learn how to use the powerful search tool to search for leads, contacts, properties, or processes.

2: Searching in LeadSimple

Get an overview of your user profile page and learn how to customize your account.

3: User Profile Page

Learn how to find your tasks and complete them in LeadSimple.

4: Tasks in LeadSimple

Get a quick overview of how to use lead pipelines to manage your leads.

5: Overview of Pipelines

Get an overview of operational processes and how they are used!

6: Overview of Processes

Learn about how to find and merge duplicate contacts and properties.

7: Contacts & Properties

Get an overview of the Library and all the process and pipeline templates you can use.

8: LeadSimple Library

Get a quick overview of the settings menu.

9: Settings Menu

Get a quick overview of the lead and process pages.

10: Overview of Lead & Process Pages

Learn how to see new improvements and additions and how to submit your own feedback.

11: What's New in LeadSimple

Tony Sullivan

New Users! Start here to get an introduction and overview of LeadSimple!

New User Overview Training Series

Demo

Pricing

Resources

Consulting

Give Feedback

Find answers and get help from Intercom Support and Community Experts

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