New Lead and Under Contract. New Lead can be renamed; Under Contract cannot be renamed or removed. ▶ Customize Lead Statuses — 0:24

Switch to Grid view. The options do not appear in other views. ▶ Customize Lead Statuses — 0:44

In grid view, click the three dots next to the status, click Change Title, enter the name, and click Update. ▶ Customize Lead Statuses — 0:57

Always just before Under Contract. Use Move Status to reorder. ▶ Customize Lead Statuses — 1:34

Up to 20 pipelines, each with up to 20 customisable stages. (Day 1 and Day 4 Webinars)

No. If leads are in that status, REsimpli asks where to move them first. ▶ Customize Lead Statuses — 2:38

Drag and drop, open the lead and pick a new status, or select many leads in list view and use Actions then Change Status. ▶ Customize Lead Statuses — 3:12

For one lead, click the pen icon and use the Pipeline Status section at the bottom of the edit window. ▶ Change Lead Pipeline — 0:46

Filter your leads, switch to list view, select them, then click Actions and Change Status. The pipeline choice is inside that option. ▶ Change Lead Pipeline — 2:49

It is inside Change Status, despite the name. That is where you choose both the pipeline and the status. ▶ Change Lead Pipeline — 3:06

Click the Hot Lead action button and choose Mark as Hot Lead. A fire icon appears on the lead. ▶ Hot Leads — 0:30

Click the fire icon in the top-right corner of your screen. Click it again to clear the filter. ▶ Hot Leads — 0:57

Click the fire icon on the lead, or use the Actions tab. ▶ Hot Leads — 0:41

Not automatically at any stage, except when a property goes under contract. Otherwise mark it manually, or use an automation — for example on reaching a particular stage or receiving a tag. (Day 4 Webinar, Sept 11)

It moves out of your active leads into the Dead Leads pipeline. The lead profile stays for documentation and reporting. ▶ Filter Dead Leads by Reason — 0:10

REsimpli also asks whether you want to clear all tasks associated with that lead. (Day 2 Webinar, Sept 9)

Yes. A prompt appears, and you can add your own reason if the one you need is not listed. ▶ Filter Dead Leads by Reason — 0:41

Yes. Filter on the dead lead reason for reporting and future marketing. ▶ Filter Dead Leads by Reason — 1:26

The lead's activity log records the status change and the reason. ▶ Filter Dead Leads by Reason — 2:17

Click Add Lead inside a pipeline, or the New button from anywhere in the system. Both open the same form. ▶ Manually Add a Lead — 0:10

You selected Land as the property type. Residential asks for a property address; land asks for an APN or reference ID. ▶ Manually Add a Lead — 0:51

Yes. Land is a supported lead type including APN lookups, and Comps AI supports land comps. (Day 1 and Day 3 Webinars)

The number used for outbound calls and texts to that lead. If your marketing campaign already has one, that takes precedence, and you can leave this blank. ▶ Manually Add a Lead — 1:09

Hover over their contact information for the direct mail, call, SMS, and email icons, or use the Actions menu under Communications. ▶ Marketing in a Lead Profile — 0:31

In the Actions menu. Opt-out options are only there, not on the hover icons. ▶ Marketing in a Lead Profile — 1:02

It records what you plan to do with a property, such as fix and flip or rental. It keeps your reporting accurate and lets you filter leads by strategy. ▶ Lead Exit Types — 0:00

Options include Fix and Flip, Rental, Retail Listing, Wholetail, Turnkey, Wholesale Double Close, and Wholesale Assignment Contract. ▶ Lead Exit Types — 0:48

Yes. Click the exit type again and update it whenever your plan changes. ▶ Lead Exit Types — 0:48

Click Manage Filter, then Add Filter, and use Lead Exit Type as the parameter. ▶ Lead Exit Types — 1:23

Open the pipeline from the funnel icon, select your leads, then Actions and Export Selected. ▶ Export Leads From a Pipeline — 1:00

Exporting and downloading are separate. Go to All Leads, open the Export Log tab, and download it from there. ▶ Export Leads From a Pipeline — 1:56

Yes. Uncheck fields you do not need on the data selection screen. ▶ Export Leads From a Pipeline — 1:36

At the contact level, not on the lead. If you call a buyer from a lead, that conversation appears under the buyer's contact record rather than cluttering the seller lead's communication log. This is a change from the previous version. (Day 1 Webinar, Sept 8)

On the property you called from. To see everything you have exchanged with that person across all their properties, open their contact record under Sellers. (Day 1 Webinar, Sept 8)

No, keep them as a seller. Seller is a required field on a lead, and each new property is added under the same seller. (Day 4 Webinar, Sept 11)

Weighted round robin, standard round robin, first-to-claim, manual assignment, and all-team-members. (Day 1 and Day 4 Webinars)

Yes. For example only a Lead Manager is assigned when a lead is created, an Acquisition Manager is added at Appointment Set, and Dispo or TC at Under Contract. (Day 1 Webinar, Sept 8)

Offers now capture who is making the offer, the offer date and price, the offer format, and the offer type. Formats include cash, novation, seller financing, and subject-to, with additional fields such as down payment and monthly payment where relevant, plus an "other" option with free-text notes. (Day 1 Webinar, Sept 8)

Yes. A fix and flip can become a wholesale, or a wholesale can move to a novation pipeline. (Day 2 Webinar, Sept 9)

Yes, from within the pipeline view. (Day 2 Webinar, Sept 9)

Yes. Select the leads in bulk and choose Update Custom Fields. Any new custom field you add also applies to all existing leads as well as new ones. (Day 1 Webinar, Sept 8)

Yes. You can create custom fields on the fly during import, then filter on them afterwards. (Day 2 Webinar, Sept 9)

No. Field types cannot be converted — an open text field cannot become a dropdown, for example — because the existing data would not match. You would need to delete the field and create a new one, which removes the stored answers. (Day 4 Webinar, Sept 11)

Yes — for example all leads scoring 70 or higher. Lead Score can be combined with SMS filters such as incoming SMS, outgoing SMS, delivery status, and total SMS activity. (Day 2 Webinar, Sept 9)

Yes, by range — this week, next week, this month — and saved filters keep updating daily. (Day 1 Webinar, Sept 8)

Yes. Global note search covers leads, List Stacking, tasks, and contacts. (Day 1 Webinar, Sept 8)

Yes. You can assign multiple people to any role, and you can create custom roles such as social media manager or ads manager. (Day 1 Webinar, Sept 8)

Organising marketing campaigns when you operate in several states or locations, so team members can be identified by the area they cover. (Day 4 Webinar, Sept 11)

The Listing tab is only available once a property is at or past Under Contract. On an acquisition-side lead in any earlier status it is not shown. (Day 2 Webinar, Sept 9)

It depends why they were marked dead. Filter by dead lead reason and revive the ones whose blocker may have cleared — for example a title issue. Leads marked dead because the property sold are not worth reworking. You can move them into a dedicated pipeline, add them to automations or the Triple-Line Dialer, or re-import them into List Stacking, where the last sold date lets you filter out anything now sold. (Day 3 Webinar, Sept 10)

Yes, you can hide, unhide, and rearrange sections of the lead detail view in settings, and set which tab you land on by default. The layout is per user — each person arranges their own, and your changes do not affect anyone else. (Day 1 and Day 2 Webinars)