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11: Creating a Basic Workflow

Learn how to create a basic workflow of steps, both automated and manual, to help you follow up with leads.

Aimee avatar
Written by Aimee
Updated over 6 months ago

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Points to Remember

  • Get to the Stages & Workflows page by clicking Settings > Lead Type Settings > Stages & Workflows. 

  • All new leads are automatically added to the first stage in the Prospective category (the default is “New”). You can use the Source Routing (link to article below) feature to map your sources to different stages (this feature is only included on Compete and Dominate plans.)

  • You can create a whole series, or workflow, of steps inside each stage that will then be applied to each lead as they are put in that stage.

Action Items

  1. Add a couple more steps (calls, emails, todos) to your “New” workflow. Add a description or template and a delay for each step.

Learn More

Watch the Next Video in the Course

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?

  11. Auto Emails for New Leads

  12. Creating a Basic Workflow (this video)

  13. Advanced Workflows #1

  14. Advanced Workflows #2

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