Tutorials
All
Overview
Getting Started
Manage Numbers
Leads
Calendar
Esign
Accounting
Buyers
Drip Campaign
Updates
Overview of Dashboard
Overview of Call Logs
How to stay on top of your incoming responses from Leads
Tracking calls and SMS activity for team member
How to manage a user’s access
REsimpli Zapier integration
Where is everything located in 2.0?
How to generate WebForm link
How to place Direct Mail order from List Stacking
How to assign a campaign to a market and to specific team members
How to add a new market and assign specific team members to that market
How to use SMS templates
How do I navigate to next lead without going back to main leads page
How to filter my leads in REsimpli
How to filter my leads in REsimpli
How to use search feature in REsimpli
What actions can I perform from main Leads page
How to assign roles for sub-users so that they have specific tasks and leads
How do I add a user to multiple roles
How to add a new user in REsimpli
How to not give access to certain campaigns to your team member
Demo on deleting a phone number
Route Repeat Caller by Role
How to set up a Call Flow in REsimpli
Scheduled SMS page
How to Filter Dead Leads by the Reason
How to Filter Dead Leads by the Reason
Basic Calculator Demo
How to update lead info while on a call
How to create a lead manually in REsimpli
Assigning a marketing campaign before calling
How List Stacking and Leads integration works
Adding Default Number to Leads in Other Campaigns
What are Open Leads
Webform appointment for 3rd party answering service
How to edit tag name
How to add tags to a lead
How to customize your Lead Intake form in REsimpli
How to customize your Lead Intake form in REsimpli
How to use file sharing and managing in REsimpli
Two way sync between REsimpli and Google Calendar
How to change your calendar availability
How to link your Google Calendar with REsimpli
Managing checkbox options in eSign
How to add new eSign Template
How to send eSign documents for signature
Money Spent and Revenue Generated are now clickable in KPI Dashboard
Changes to Income Statement
How to enter your Acquisition and Disposition Commissions
How to add a new Vendor in REsimpli accounting system
How to add an account tag in REsimpli
How to enter new transaction in REsimpli
How to view General Ledger report and download it
Recognized, Unrecognized and Mapped transactions
Buyers Inbox, SMS Campaigns and Filter options
How to send bulk email to your Buyers List
How to import your buyers list into REsimpli
How to send a SMS to buyer
How to add a buyer to a lead
Skip the step on Holidays and Public Holidays in Drip Campaign
How to set up a drip campaign
List Stacking search and speed improvements
Open Leads is now clickable in Dashboard
Search feature is now more accurate
Updates to List Stacking – Change Ownership Type
Infinite scroll on certain pages
Google Maps changes
Quick demo on changes to Tasks section in Leads
Popup to keep or stop drip for each status
REsimpli Leads Dialer
Add Tags and Notes from Lead Listing
General Business Task
Change Outbound Number
Buyer Filter options
Buyers Web form demo
Buyers Next and Previous button and other update
Marketing KPI more info available
Tab Detail Info
Icons Pinned Notes and Hot Lead
