Office Hours with a LeadSimple Rep

🎉 Join our free weekly Office Hours on Zoom with a LeadSimple rep! Drop in and ask a quick question and we'll help you out.

Wednesdays at 4 p.m. ET  |  3 p.m. CT  |  2 p.m. MT  |  1 p.m. PT

Register in advance to get it on your calendar and so we know to expect you.

*Please note that this one hour session is open to all LeadSimple clients. Bring your most pressing question, and we will do our best to ensure that all attendees receive some assistance. Additional questions will be addressed as time permits.‍

*Each attendee should register

CRM Onboarding: Set Up Your Sales CRM

In this group session, get familiar with LeadSimple's world-class lead management CRM!

By the end of class, you'll know what you need to get up and running with LeadSimple's CRM and begin tracking and managing your leads.

In this session, we will cover:
✅ Setting up lead sources to import
✅ Getting notifications about new leads
✅ Getting started with our owner lead sales workflows & automation
✅ Connecting your email account
✅ Tracking notes & communications​‍

‍Please prep for this class by doing the following:
1. Log in to your LeadSimple account.
2. Have your account open on a separate monitor from the presentation if possible.

*Each attendee should register

Inbox Onboarding: Get Started with Inbox

In this group onboarding session, get started with LeadSimple Inbox!

By the end of class, you'll know what you need to get up and running with Inbox and can begin managing your client communications.
‍
In this session, we will cover:
✅ Setting up a shared email account
✅ Overview of the Inbox workflow
✅ How to manage conversations

Please prep for class by doing the following:
1. Log in to your LeadSimple account.
2. Have your account open on a separate monitor from the presentation if possible.
‍

Upcoming Inbox Onboarding Sessions

*Each attendee should register

CRM Onboarding: Set Up Your Sales CRM

In this group session, get familiar with LeadSimple's world-class lead management CRM!

By the end of class, you'll know what you need to get up and running with LeadSimple's CRM and begin tracking and managing your leads.

In this session, we will cover:
✅ Setting up lead sources to import
✅ Getting notifications about new leads
✅ Getting started with our owner lead sales workflows & automation
✅ Connecting your email account
✅ Tracking notes & communications​‍

‍Please prep for this class by doing the following:
1. Log in to your LeadSimple account.
2. Have your account open on a separate monitor from the presentation if possible.

*Each attendee should register

Inbox Onboarding: Get Started with Inbox

In this group onboarding session, get started with LeadSimple Inbox!

By the end of class, you'll know what you need to get up and running with Inbox and can begin managing your client communications.
‍
In this session, we will cover:
✅ Setting up a shared email account
✅ Overview of the Inbox workflow
✅ How to manage conversations

Please prep for class by doing the following:
1. Log in to your LeadSimple account.
2. Have your account open on a separate monitor from the presentation if possible.
‍

Upcoming Inbox Onboarding Sessions

*Each attendee should register