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Get Started | LeadSimple Training

Documentation and training resources for LeadSimple users

http://training.leadsimple.com/

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Get Started | LeadSimple Training | training.leadsimple.com Reviews

https://training.leadsimple.com

Documentation and training resources for LeadSimple users

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1

Distributing Leads by Lead Type | LeadSimple Training

http://training.leadsimple.com/lead-distribution/by-type

Filter, Sort and Search. Getting Started Guide - Admins. Getting Started Guide - Agents. Distributing Leads by Lead Type. Do you have different types of leads that need to get sent to different teams? Home buyers vs home sellers. Tenants vs rental owners. Auto insurance vs home insurance. Car loan vs home loan. Here's how to do that. Create Multiple Lead Types. For our purposes we're going to create different lead types for our different categories leads. STEP 1: Create a New Lead Type. For this lead type.

2

Making a Note | LeadSimple Training

http://training.leadsimple.com/introduction/notes

Filter, Sort and Search. Getting Started Guide - Admins. Getting Started Guide - Agents. Even though calls and emails are automatically tracked, you may want to leave a note with additional information OR you may want to document a call or email that took place outside of LeadSimple. Click on the 'Record Note' button on the lead record. Type the note and click the green check box to save it or red trash can icon to cancel it. Once the note is saved you can click on it to edit it again.

3

Creating a New Lead | LeadSimple Training

http://training.leadsimple.com/introduction/create

Filter, Sort and Search. Getting Started Guide - Admins. Getting Started Guide - Agents. Creating a New Lead. Here's how to create a new lead manually. (Read how to automatically import leads. Is to click on the 'Create Lead' button on the main leads dashboard. This will take you to the create a lead form where you can enter information about the lead. Additional notes about these fields:. Only one can be included. Add multiple, mark each as mobile, office or home. Cost of the lead. The property address ...

4

Lead Distribution Methods | LeadSimple Training

http://training.leadsimple.com/lead-distribution/methods

Filter, Sort and Search. Getting Started Guide - Admins. Getting Started Guide - Agents. For a comprehensive distribution strategy, view the webinar, "Developing Your Lead Distribution Strategy". The type of lead distribution method you choose will significantly impact response times and overall conversion, below are several methods that focus on maximizing different goals. There are a number of ways to distribute leads, some are more effective than others. All methods fall into three buckets:. If you've...

5

Calling a Lead | LeadSimple Training

http://training.leadsimple.com/introduction/call

Filter, Sort and Search. Getting Started Guide - Admins. Getting Started Guide - Agents. LeadSimple automatically tracks the following attributes about each call made to a lead:. Who called the lead. When the call happened. How long the call lasted for. Listen to a recording of the call. Two Ways To Track Calls. Option 1: Dial Tracked Number. Under the contact info section. Each lead contains a tracked phone number in addition to the original phone numbers(s). Option 2: Click to Call. You can click on 'L...

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Features | LeadSimple

https://www.leadsimple.com/features

Next generation sales tools designed specifically for the property management industry. You want to make the most of every sales opportunity. We help you create the structure, automation and accountability needed to drive your sales to the next level. Whether you want to improve contact rates, track agents in the field, or simply grow your business faster, here's how LeadSimple can help. Import leads from anywhere, and make them accessible to everyone on your team. How LeadSimple Keeps Teams Organized.

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Pricing | LeadSimple

https://www.leadsimple.com/pricing

14-day free trial. No credit card required. Contact us today for a personal tour! Up to 2 Users. 1 Lead Type ($20 / addl). 2 Connected Inboxes ($2 / addl). Call and Email Tracking. Email and SMS Notifications. Up to 5 Users $20 / addl. 2 Lead Types ($20 / addl). 5 Connected Inboxes ($2 / addl). Up to 10 Users $20 / addl. 5 Lead Types ($20 / addl). 10 Connected Inboxes ($2 / add). Need an extra helping hand? Check out the lead nurturing services offered by our partner FourandHalf. Brush Prairie, WA 98606.

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Track Everything | LeadSimple

https://www.leadsimple.com/features/tracking

Track Everything. Automatically. Manual data entry is usually too little, too late. Notes are either incomplete, or they're entered long after things happened, making it impossible track sales activities with any useful accuracy. The solution is automatic, passive tracking. LeadSimple records all calls and emails in real time, saving your agents time and giving you a complete history of the conversation. Call and email through LeadSimple. LeadSimple generates a tracked email and phone number for each lead.

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Request a Demo | LeadSimple

https://www.leadsimple.com/demo

See How LeadSimple Works. Take the tour. Ask questions, get answers. Sales pitch not included. Get a Personalized Demo. Get a personal tour from our CEO Jordan Muela. He'll ask you about your current lead management system, guide you through LeadSimple and answer any questions you may have. Just Want an Overview? Watch our training and tutorial videos. Brush Prairie, WA 98606.

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Measure and Improve | LeadSimple

https://www.leadsimple.com/features/reporting

You can't manage what you can't measure." - Peter Drucker. Stop making guesses and get clear answers to questions like, "How quickly are my agents following up with leads? Or "What was our cost per new contract during last quarter? Or "Where should we advertise to get the highest ROI? LeadSimple helps you understand bottom line performance, and answer the question "why? Start doubling down on what's working and phasing out what's not. See your key stats front and center. Ever wonder how much business eac...

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Case Studies | LeadSimple

https://www.leadsimple.com/case-studies

Joel Starks was looking for ways to stand out from the competition and had outgrown his CRM system. He turned to LeadSimple to find a way to respond faster and better to his leads. Hear him describe their results after 12 months. What Our Clients are Saying:. Joel Starks, Partner, Head of Business Development - Sharper Management. Jeremy Boardman, Broker/Owner - Urbane Results, LLC. Socrate Exantus, Broker/Owner - All County CFL Property Management. Luc Marceau, Broker/Owner - Rentals America. LeadSimple...

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Distribute Leads | LeadSimple

https://www.leadsimple.com/features/distribute

Instantly route new leads to multiple agents based on criteria you specify. Companies using automatic lead distribution experience an 87% higher conversion rate than those who distribute leads manually. Best Lead Distribution Methods. 2013 - Velocify, Inc. Get called instantly when a new lead arrives. When a new lead comes in from any of your lead sources, LeadSimple checks your lead routing rules. To determine who to call. If you're on the list,. Supporting the way your company works. 14 Day Free Trial.

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About | LeadSimple

https://www.leadsimple.com/about

We're raising the bar for sales in the property management industry. LeadSimple was born out of our frustration in seeing property managers waste good leads and miss prime marketing opportunities. Since 2008 we've generated tens of thousands of leads for property management companies across the nation. We've been in the trenches with our clients and know first hand about the challenges of being a small business and wearing a lot of different hats. See How It Works. Senior Developer, Founder.

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