LeadSimple

&lt;&lt;&lt; <a href="http://training.leadsimple.com/en/articles/3440464-7-notes-logging-activities-manually">Previous Video</a>   |   <a href="http://training.leadsimple.com/en/collections/1983433-getting-started-crm-training-video-series">Back to Table of Contents</a>   |   <a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">Next Video</a> &gt;&gt;&gt;

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.&nbsp;

- 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.&nbsp;

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.&nbsp;

If you would like our pre-set "Owners" workflows and email templates, email us at <a href="mailto:support@leadsimple.com" rel="nofollow noopener noreferrer" target="_blank">support@leadsimple.com</a> and we'll help you get them into your account!

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 <a href="mailto:support@leadsimple.com" rel="nofollow noopener noreferrer" target="_blank">support@leadsimple.com</a> and we'll help you get them into your account!

<a href="http://training.leadsimple.com/en/articles/828458-designing-your-sales-process">Designing Your Sales Process</a>

<a href="http://training.leadsimple.com/en/articles/828447-defining-your-stages">Defining Your Stages</a>

- <a href="http://training.leadsimple.com/en/articles/828458-designing-your-sales-process">Designing Your Sales Process</a>
- <a href="http://training.leadsimple.com/en/articles/828447-defining-your-stages">Defining Your Stages</a>

<a href="http://training.leadsimple.com/en/articles/3800009-intro-what-is-leadsimple">Intro: What is LeadSimple?</a>

<a href="http://training.leadsimple.com/en/articles/3423284-1-adding-leads-manually">Adding a Lead Manually</a>

<a href="http://training.leadsimple.com/en/articles/3423372-2-sources-auto-importing-leads">Sources &amp; Auto-Importing Leads</a>

<a href="http://training.leadsimple.com/en/articles/3426554-3-types-of-notifications">Types of Notifications</a>

<a href="http://training.leadsimple.com/en/articles/3426567-4-notifications-for-teams">Notifications for Teams</a>

<a href="http://training.leadsimple.com/en/articles/3431186-5-making-tracked-calls">Making Tracked Calls</a>

<a href="http://training.leadsimple.com/en/articles/3431245-6-sending-tracked-emails">Sending Tracked Emails</a>

<a href="http://training.leadsimple.com/en/articles/3860494-12-texting-inbound-call-tracking">Texting &amp; Inbound Call Tracking</a>

<a href="http://training.leadsimple.com/en/articles/3440464-7-notes-logging-activities-manually">Notes &amp; Logging Activities Manually</a>

<a href="http://training.leadsimple.com/en/articles/3440475-8-stages-workflows-what-are-they">Stages &amp; Workflows: What Are They?</a> (this video)

<a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">Auto Emails for New Leads</a>

<a href="http://training.leadsimple.com/en/articles/3440501-10-creating-a-basic-workflow">Creating a Basic Workflow</a>

<a href="http://training.leadsimple.com/en/articles/3488580-11-advanced-workflows-1-assigning-tasks-task-reminders">Advanced Workflows</a> #1

<a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2

1. <a href="http://training.leadsimple.com/en/articles/3800009-intro-what-is-leadsimple">Intro: What is LeadSimple?</a>
2. <a href="http://training.leadsimple.com/en/articles/3423284-1-adding-leads-manually">Adding a Lead Manually</a>
3. <a href="http://training.leadsimple.com/en/articles/3423372-2-sources-auto-importing-leads">Sources &amp; Auto-Importing Leads</a>
4. <a href="http://training.leadsimple.com/en/articles/3426554-3-types-of-notifications">Types of Notifications</a>
5. <a href="http://training.leadsimple.com/en/articles/3426567-4-notifications-for-teams">Notifications for Teams</a>
6. <a href="http://training.leadsimple.com/en/articles/3431186-5-making-tracked-calls">Making Tracked Calls</a>
7. <a href="http://training.leadsimple.com/en/articles/3431245-6-sending-tracked-emails">Sending Tracked Emails</a>
8. <a href="http://training.leadsimple.com/en/articles/3860494-12-texting-inbound-call-tracking">Texting &amp; Inbound Call Tracking</a>
9. <a href="http://training.leadsimple.com/en/articles/3440464-7-notes-logging-activities-manually">Notes &amp; Logging Activities Manually</a>
10. <a href="http://training.leadsimple.com/en/articles/3440475-8-stages-workflows-what-are-they">Stages &amp; Workflows: What Are They?</a> (this video)
11. <a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">Auto Emails for New Leads</a>
12. <a href="http://training.leadsimple.com/en/articles/3440501-10-creating-a-basic-workflow">Creating a Basic Workflow</a>
13. <a href="http://training.leadsimple.com/en/articles/3488580-11-advanced-workflows-1-assigning-tasks-task-reminders">Advanced Workflows</a> #1
14. <a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2