Advice and answers from the LeadSimple Team
What is LeadSimple?
New to LeadSimple and want to learn more? Start here.
New User Overview Training Series
New Users! Start here to get an introduction and overview of LeadSimple!
Getting Started: CRM & Lead Management
New to CRM and lead management? Start here!
Getting Started: Operations Workflow Management
New to operational process and workflow management? Start here!
Getting Started: Inbox & Communication Management
New to Inbox and shared client communication management? Start here!
Getting Started: Autopilot
How to get started with property groups, auto-assignment, default due dates & starting stages, and autopilot rules
Importing, Creating & Distributing Leads
Learn how to import leads into your account, create them manually, and distribute them to your team
Tracking Calls, Emails, & Texts
Learn how to track all your communications in LeadSimple.
Managing Email & SMS Templates
Learn how to create, manage and use templates and enhance them with embedded videos
Building Sales and Operational Processes
Learn everything about setting up and automating a sales process or operational process in LeadSimple.
Managing Processes Day-to-Day
Learn what you need to run operational processes day to day
Managing Users and Teams
Learn how to set up and manage a team within LeadSimple.
Tasks & Task Management
Learn the ins and outs of tasks and how to manage your task list
Referral Tracking & Marketing
Use LeadSimple to market and track referral sources
Reporting & Forecasting
Learn about LeadSimple's reports and how to track the WHAT and WHY of your team's performance.
Inbox
Learn how to setup, navigate, and use the brand new Inbox tool!
Forms & Site Tracking
Learn about LeadSimple Forms, Site Tracking and Engagement Triggers
Integrations
Learn about our integrations with AppFolio, Buildium, PropertyWare, RentVine, Zapier, MailChimp and more!
Frequently Asked Questions
Find quick solutions to the most commonly asked questions and problems.
Advanced Features
Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields
Contacts & Properties
Learn about Contacts and Properties, what they're useful for and how to manage them
Basics of Operations
Get an introduction to LeadSimple's Operational Process Management features.