Frequently Asked Questions

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17 articles in this collection
Written by Matt Berkompas

Why can't I send an email?

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Written by Matt Berkompas
Updated over a week ago

Why aren't my emails sending?

Learn why emails sometimes don't send automatically
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Written by Matt Berkompas
Updated over a week ago

How do I update the card used for billing?

Learn how to update the card LeadSimple charges each period
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Written by Matt Berkompas
Updated over a week ago

How do I delete a lead?

Learn how to delete leads in your account
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Written by Matt Berkompas
Updated over a week ago

How do I edit a lead's name?

Learn how to update a lead's name and add a company name
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Written by Matt Berkompas
Updated over a week ago

I Can't Log In

Having trouble logging in to your LeadSimple account? This article will show you how to fix that.
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Written by Matt Berkompas
Updated over a week ago

Can I upload leads from a CSV file or Excel spreadsheet?

Learn how to upload a spreadsheet of leads into your account
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Written by Matt Berkompas
Updated over a week ago

Can I export leads with their notes and activities?

Learn what info is and is not included on a lead export to CSV or Excel spreadsheet
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Written by Matt Berkompas
Updated over a week ago

How does email tracking work?

Learn how the emails you send to and receive from leads are tracked in LeadSimple
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Written by Matt Berkompas
Updated over a week ago

Why am I not receiving call notifications?

Troubleshoot why you're not getting notified about new leads.
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Written by Matt Berkompas
Updated over a week ago

How do I add links and images to emails?

Learn how to enhance email templates with links and images.
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Written by Matt Berkompas
Updated over a week ago

How do I change the details the phone reads off in call notifications for new leads?

Learn how to change the info your phone gives you when you are notified of a new lead
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Written by Matt Berkompas
Updated over a week ago

How do I reset my password?

Learn how to reset your password in case you forget it.
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Written by Matt Berkompas
Updated over a week ago

How do I delete attachments on email templates?

Learn how to delete file attachments on email templates
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Written by Matt Berkompas
Updated over a week ago

How do I search for a specific lead?

Learn how to look leads up by their name, contact info, etc.
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Written by Matt Berkompas
Updated over a week ago

How do I download a call recording?

Learn how to download a recording of calls you make to leads
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Written by Matt Berkompas
Updated over a week ago

What Number Do People See When I Call Them?

Learn how to customize the number displayed in the caller ID when you make outbound calls.
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Written by Matt Berkompas
Updated over a week ago