How to Use the Add Button in REsimpli
Step 1: Locate the Add Button
Find the green Add button in the upper-right corner of your REsimpli account.
Step 2: Open the Add Menu
Click the Add button to view the available options.
Step 3: Choose What You Want to Add
You can use the Add menu to:
Add a Buyer
Add a Lead
Add a General Task
Add a Lead Task
Add a Vendor
Make a Call
Step 4: Use the Dial Pad Feature
The Make a Call option opens the built-in dial pad, allowing you to call phone numbers that are not already saved in your REsimpli account.
Step 5: Contact Support if Needed
Reach out to REsimpli support if you need assistance using the Add menu features.