<<< Previous Video | Back to Table of Contents

Points to Remember

  • You can set specific hours and days for automated emails and texts to go out.

  • You have two workflow task generation options: one at a time, or all at once.

  • You can set the workflow to skip steps if you are missing the necessary contact info or if a lead has already received a given email or text template.

Action Items

  1. Try it out! Consider each setting for your "New" stage and choose which settings you’d like to activate for that stage.

Learn More

Awesome job! You've completed the CRM Getting Started video course! You can now go on to learn more about the advanced CRM features, take our free Sales Course, or start the Operational Process Management course.

Past Videos in the Course

  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

  14. Advanced Workflows #2 (this video)

Did this answer your question?