LeadSimple

&lt;&lt;&lt; <a href="http://training.leadsimple.com/en/articles/3440487-9-auto-emails-for-new-leads">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/3488580-11-advanced-workflows-1">Next Video</a> &gt;&gt;&gt;

Get to the Stages &amp; Workflows page by clicking Settings &gt; Lead Type Settings &gt; Stages &amp; Workflows.&nbsp;

All new leads are automatically added to the first stage in the Prospective category (the default is “New”). You can use the Source Routing (<i>link to article below</i>) 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.

- Get to the Stages &amp; Workflows page by clicking Settings &gt; Lead Type Settings &gt; Stages &amp; 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 (<i>link to article below</i>) 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.

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

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

<a href="http://training.leadsimple.com/en/articles/3333684-source-routing-mapping-sources-to-stages">Source Routing</a> - Learn how to route your sources to different stages.

<a href="http://training.leadsimple.com/en/articles/2883469-creating-workflows">Creating Workflows</a>

<a href="http://training.leadsimple.com/en/articles/2883590-automation-in-workflows">Automation in Workflows</a>

<a href="http://training.leadsimple.com/en/articles/2883644-automated-email-drip-campaigns">Automated Email Campaigns</a>

- <a href="http://training.leadsimple.com/en/articles/3333684-source-routing-mapping-sources-to-stages">Source Routing</a> - Learn how to route your sources to different stages.
- <a href="http://training.leadsimple.com/en/articles/2883469-creating-workflows">Creating Workflows</a>
- <a href="http://training.leadsimple.com/en/articles/2883590-automation-in-workflows">Automation in Workflows</a>
- <a href="http://training.leadsimple.com/en/articles/2883644-automated-email-drip-campaigns">Automated Email Campaigns</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>

<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> (this video)

<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>
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> (this video)
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
     

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