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Points to Remember

  • Stages are a visual of the sales process. Use them to show where your leads are in the sales process, and then set up workflows that are dependent on the lead’s stage.

  • Use workflows to send auto emails to new leads, to get reminders to follow up with leads as well as other to-dos, and to set up email drip campaigns. 

Action Items

  1. Start crafting your sales process. There are defaults in LeadSimple, but you’ll be able to add more stages and completely customize the existing stages and workflows. 

  2. If you would like our pre-set "Owners" workflows and email templates, email us at support@leadsimple.com and we'll help you get them into your account!

Learn More

Past Videos

  1. Intro: What is LeadSimple?

  2. Adding a Lead Manually

  3. Sources & Auto-Importing Leads

  4. Types of Notifications

  5. Notifications for Teams

  6. Making Tracked Calls

  7. Sending Tracked Emails

  8. Texting & Inbound Call Tracking

  9. Notes & Logging Activities Manually

  10. Stages & Workflows: What Are They? (this video)

  11. Auto Emails for New Leads

  12. Creating a Basic Workflow

  13. Advanced Workflows #1

  14. Advanced Workflows #2

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