Select a topic below and join a live group session to get started with LeadSimple Maintenance or Operations.
Welcome to Learn LeadSimple Live! Click on a topic below to learn more & register*
*Note: these sessions are for current LeadSimple clients to walk through questions, setup and onboarding. Just curious and want to learn more about LeadSimple? Schedule a discovery call with us!
In this group onboarding session, get started with LeadSimple Maintenance and 2-way sync for Rentvine or AppFolio! In this session, we will cover: ✅ Turning on the work order sync with Rentvine or AppFolio ✅ Running work orders in LeadSimple ✅ Overview of how the work order 2-way sync works with Rentvine and AppFolio
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.
Wednesdays at 4 p.m. ET | 3 p.m. CT | 2 p.m. MT | 1 p.m. PT
🎉 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.
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.
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.
*Be sure to select different dates for office hours, CRM and Inbox onboarding!
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.
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.
Every other Friday at 12 p.m. ET | 11 a.m. CT | 10 a.m. MT | 9 a.m. PT
Join this new users class to learn what it looks like to run your processes and complete your everyday work in LeadSimple!
In this guided class, we will focus on the basics of executing tasks in the Operations side of LeadSimple.
In this session, we will cover: ✅ Setting Up Your Profile ✅ Navigating Tasks ✅ The Process Dashboard ✅ Testing & Running Processes
By the end of class, you'll know how to work in LeadSimple on a daily basis! Note that we will not be discussing building or editing processes in this class.
Please prep for class by doing the following: 1. Log in to your LeadSimple account. An admin on your account should invite you. 2. Have your account open on a separate monitor from the presentation if possible.
🎉 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.
Tuesdays 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.
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.
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.
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.
