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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.