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.

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

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

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

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

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

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

Get a quick overview of the settings menu.

Get a quick overview of the lead and process pages.

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

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

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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