Tracking Calls, Emails, & Texts
Learn how to track all your communications in LeadSimple.
By Shannon and 6 others7 authors41 articles
Connecting Your Email Account To Track Emails in LeadSimple
Choose which Contacts should be included on outgoing emails and text messages in Pipelines and Process Types
Connecting a Shared Inbox for Sending Emails Through LeadSimple
Set up DMARC for your email account
Emailing a Lead Manually or Automatically (One-Off Emails)
Sending Emails from Different Email Accounts
Create a professional email signature with the "float" feature
Customize Email Signatures for Multiple Email Accounts
How to Set a Default Outbound Email Address for Sales Pipelines and Processes
How Do I Stop Personal Emails from Being Tracked in LeadSimple?
Can I send one-off texts or emails from a lead, process, or contact page?
Can leads unsubscribe from my emails?
How can I connect my email with IMAP and SMTP?
Why are my emails duplicated in the lead record?
Printing Lead or Process Conversation History
How to add a user to an existing shared phone number or change an agent number to shared
Why you should Add Texting To Your Sales Arsenal
Overview of Texting & Inbound Call Tracking in LeadSimple
Getting Started with Texting
Adding a LeadSimple phone number for one user (Agent Number)
Adding a LeadSimple phone number for multiple users (Shared Number)
Send Text Messages Manually and Automatically
How to Text or Email All Contacts in a Contact Role
Make Calls from Local Area Code
Customize Hold Music, Greeting and Voicemail for Inbound Calls
Deleting Phone Numbers
SMS and Call Reports
Is there a max texting limit per hour?
Why is my text message being split into multiple messages?
Why am I getting the "Phone number not configured correctly" recording?