Learn LeadSimple
Small lessons.
Lasting know-how.
Short videos and step-by-step guides for the work you do every day.
All lessons
19 lessons
0:47Newest lesson
Coordinate a maintenance visit
Bring vendor availability, resident choice, and coordinator follow-up into one maintenance scheduling flow.
0:49Workflows
Get the right vendor moving
Use vendor suggestions, review a dispatch, and keep repair conversations connected in LeadSimple One.
0:48Workflows
Give maintenance intake a clear next step
Review AI maintenance context, create the right request, and give emergency intake a human handoff.
0:47Workflows
Keep repair costs aligned with owners
Use approval limits to involve owners before dispatching repairs above the agreed cost.
0:45AI assistant
Connect your AI app to LeadSimple
Bring permitted LeadSimple tasks into your AI app, review the source records, and keep control of the connection.
1:30Getting started
Meet LeadSimple One
Start here: a 90-second introduction to one connected workspace for owner relationships, conversations, and the work behind every door.
0:46Getting started
Find your footing in One
Coming from Classic? Find your familiar work in One, then search for and open a contact.
0:45Workflows
Complete a workflow step and keep work moving
Record an obtained scope approval, see its task complete, and find the next step in a turn workflow.
0:45CRM & growth
Give your first owner lead a next step
Add an owner lead in One, review its follow-up task, and set a clear time for the next action.
0:45AI assistant
Prepare an outbound AI discovery call
Prepare an eligible lead call task for AI discovery, review the recipient and consent details, and keep human judgment in the follow-up.
0:39Getting started
Start your day with Up Next
Use Up Next as a starting point for tasks and conversations, then follow a task into the work and context behind it.
0:45Workflows
Find operational work that needs attention
Use Operations to find missed targets, narrow your view, and understand the next action before moving work forward.
0:45Phone & inbox
See the full story before you reply
Review the people, property, and workflow linked to a conversation before drafting a clear reply.
0:45Phone & inbox
Keep follow-ups from slipping away
Snooze a conversation until a useful follow-up time, then find it in the Snoozed queue.
0:45Phone & inbox
Hand off a conversation with context
Save an internal note and assign a conversation owner so your teammate has the context and the next step.
0:45Phone & inbox
Share an inbox with your team
Give your team a shared view of requests, conversation context, and mailbox access in LeadSimple One.
0:45AI assistant
Give LeadSimple AI a task
Assign a clearly scoped task to LeadSimple AI, follow its plan, and review the result before approving completion.
0:49Reporting
See owner service gaps early
Use connected communication and workflow data to spot owner service gaps, inspect overdue work, and prepare a clear update.
0:53Workflows
Make a workflow your own with AI
Start with a built-in maintenance workflow. Use the AI assistant to adjust a follow-up, review the change, and put it to work.