How to Use the Actions Menu in REsimpli
Step 1: Open a Lead Profile
Go to the Active Leads pipeline and open a specific lead.
Step 2: Open the Actions Menu
Inside the lead profile, click the Actions button.
Step 3: Manage Lead Information
Use the Actions menu to:
Edit the Lead
Update Lead Details
Mark as Hot Lead
Mark as Favorite
Step 4: Send Communication
You can send:
SMS
Emails
Ringless Voicemails
Direct Mail
directly from the Actions menu.
Step 5: Activate Automations
Use the Actions menu to:
Activate Drip Campaigns
Activate the REsimpli AI Assistant
Step 6: Manage Contracts and Skip Tracing
You can:
Send Contracts
Skip Trace the Lead
from the same menu.
Step 7: Merge or Move Leads
The Actions menu also allows you to:
Merge Leads
Move Leads to Buyers
Move Leads to Vendors
Step 8: Use Actions for Lead Management
Most lead-related changes and workflows can be managed directly through the Actions menu.
Step 9: Contact Support if Needed
Reach out to REsimpli support if you need help using lead actions or automations.