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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.

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

Action Items

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

Learn More

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

  13. Advanced Workflows #1 (this video)

  14. Advanced Workflows #2

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