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