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2: Sources & Auto-importing Leads

Learn how to set up the auto-import feature and add sources to your sources list.

Aimee avatar
Written by Aimee
Updated over a week ago

Points to Remember

  • Leads can be imported into LeadSimple automatically so you don’t have to add them manually. 

  • You can also add sources that do not auto-import so you can track where all your leads are coming from.

  • Don’t use your lead types to differentiate where your leads are coming from! That’s what sources are for. (Lead Types are a broad way to distinguish between leads (Owners vs Tenants, for example), while sources help you track where they come from.)

Action Items

  1. Write out a list of your current lead providers.

  2. Add them to LeadSimple, but don’t turn on auto-import just yet. We’ve still got some stuff to set up before you go live!

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