Leads
How to create a lead manually in REsimpli
How to customize your Lead Intake form in REsimpli
How to send automatic SMS to new leads (call flow, drip automations)
How to bulk assign/unassign leads from manage numbers per role/campaign?
How to add another column/status to the Leads page?
Where can I check the SMS sent by leads to REsimpli Dialer numbers?
How can I grant my sub-users permission to delete leads?
How can I find our team's D4$ leads?
How do I go to the 'Dispo' tab?
How can I add a contingency to a deal that was recently added to the Transaction Management pipeline?
How do you move a lead to the "Dead Leads" status?
How can I add a listing to my Buyer's Website?
How do you mark appointments as 'Kept' or 'Not Kept' in the Leads section?
How to update view options for your leads?
How to export Active Leads
What is Lead Details (first tab, lead profile)
What is the Dispo Tab, and how do you utilize it?
How to create manual tasks and set up appointments
How to upload files in the Files section
What is Portfolio, and how to utilize it
How to utilize the Teams Tab inside the Lead
How to utilize the Action button inside a lead
How to update the Lead Status
How to update the Lead Exit Type
How to create a website in REsimpli
How to save external links in REsimpli
How to Manage User Roles in REsimpli
How to Utilize the SOW (Scope of Work) Feature
How to export Dead Leads