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

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

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