LeadSimple

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

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.

Setting reminders for tasks/steps in a process works the same way as setting a reminder in a sales workflow.

- Get to the Stages &amp; Workflows page by clicking Settings &gt; Pipeline Settings &gt; Stages &amp; Workflows.&nbsp;
- 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.
- Setting reminders for tasks/steps in a process works the same way as setting a reminder in a sales workflow.

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

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

<a href="http://training.leadsimple.com/en/articles/2887426-setting-workflow-step-reminders">Setting Workflow Step Reminders</a>

<a href="http://training.leadsimple.com/en/articles/2887447-assign-workflow-tasks">Assign Workflow Tasks</a>

- <a href="http://training.leadsimple.com/en/articles/2887426-setting-workflow-step-reminders">Setting Workflow Step Reminders</a>
- <a href="http://training.leadsimple.com/en/articles/2887447-assign-workflow-tasks">Assign Workflow Tasks</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>

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

<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>
13. <a href="http://training.leadsimple.com/en/articles/3488580-11-advanced-workflows-1-assigning-tasks-task-reminders">Advanced Workflows</a> #1 (this video)
14. <a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2

Learn how to assign workflows steps to specific users and how to be reminded about specific tasks.

12: Advanced Workflows #1

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