Tutorials
All
Getting Started
General
Leads
Calendar
Manage Numbers
Manage Users & Markets
Buyers
Drip Campaign
Overview of Dashboard
Where is everything located in 2.0?
Actions can I perform from main Leads page
How to use SMS templates
How to use search feature in REsimpli
How to place Direct Mail order from List Stacking
How to use file sharing and managing in REsimpli
Tracking calls and SMS activity for team member
Overview of Call Logs
How to generate WebForm link
Webform appointment for 3rd party answering service
REsimpli Zapier integration
How to customize your Lead Intake form in REsimpli
How to add tags to a lead
What are Open Leads
What actions can I perform from main Leads page
How to mark a lead as Favorite
How to filter my leads in REsimpli
How do I navigate to next lead without going back to main leads page
Assigning a marketing campaign before calling
How to create a lead manually in REsimpli
How to link your Google Calendar with REsimpli
How to change your calendar availability
How to purchase a phone number
How to set up a Call Flow in REsimpli
How to add a new user in REsimpli
How to manage a user’s access
How do I add a user to multiple roles
How to add a new market and assign specific team members to that market
How to assign a campaign to a market and to specific team members
How to assign roles for sub-users so that they have specific tasks and leads
How to add a buyer to a lead
How to send a SMS to buyer
How to edit tag name
How to set up a drip campaign
Skip the step on Holidays and Public Holidays in Drip Campaign
How to edit a Drip Campaign that's active on leads
Adding Default Number to Leads in Other Campaigns
How List Stacking and Leads integration works
How to stay on top of your incoming responses from Leads