11: Advanced Workflows #1 - Assigning Tasks & Task Reminders

Points to Remember

• Get to the Stages & Workflows page by clicking Settings > Pipeline Settings > Stages & Workflows. 
• You can assign certain steps in a workflow to a specific user instead of the lead’s assignee.
• You can also add a reminder to a specific step so you will receive an email reminder about that task before it falls due.

Action Items

1. Try it out! Assign a workflow step to a specific user and add a reminder.

Learn More

• Setting Workflow Step Reminders
• Assign Workflow Tasks

Links to Further Videos (This section will be updated as videos become available.)

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. Notes & Logging Activities Manually
9. Stages & Workflows: What Are They?
10. Auto Emails for New Leads
11. Creating a Basic Workflow
12. Advanced Workflows - Assigning Tasks & Task Reminders (this video)
13. Texting & Inbound Call Tracking