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New User Overview Training Series
New User Overview Training Series
New Users! Start here to get an introduction and overview of LeadSimple!
11 articles in this collection
Written by
JP
1: Quick Intro & Overview
Get an intro to the training series and an overview of what will be covered.
Written by
JP
Updated over a week ago
2: Searching in LeadSimple
Learn how to use the powerful search tool to search for leads, contacts, properties, or processes.
Written by
JP
Updated over a week ago
3: User Profile Page
Get an overview of your user profile page and learn how to customize your account.
Written by
JP
Updated over a week ago
4: Tasks in LeadSimple
Learn how to find your tasks and complete them in LeadSimple.
Written by
JP
Updated over a week ago
5: Overview of Pipelines
Get a quick overview of how to use lead pipelines to manage your leads.
Written by
JP
Updated over a week ago
6: Overview of Processes
Get an overview of operational processes and how they are used!
Written by
JP
Updated over a week ago
7: Contacts & Properties
Learn about how to find and merge duplicate contacts and properties.
Written by
JP
Updated over a week ago
8: LeadSimple Library
Get an overview of the Library and all the process and pipeline templates you can use.
Written by
JP
Updated over a week ago
9: Settings Menu
Get a quick overview of the settings menu.
Written by
JP
Updated over a week ago
10: Overview of Lead & Process Pages
Get a quick overview of the lead and process pages.
Written by
JP
Updated over a week ago
11: What's New in LeadSimple
Learn how to see new improvements and additions and how to submit your own feedback.
Written by
JP
Updated over a week ago