LeadSimple

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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.

- 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.

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

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

<a href="http://training.leadsimple.com/en/articles/2883669-setting-workflow-hours">Setting Hours for Automated Emails/Texts</a>

<a href="http://training.leadsimple.com/en/articles/2883675-generating-workflow-steps">Generating Workflow Tasks</a>

<a href="http://training.leadsimple.com/en/articles/2887431-skip-workflow-steps">Skipping Workflow Steps</a>

<a href="http://training.leadsimple.com/en/articles/2887455-pausing-a-workflow">Pausing a Workflow</a>

- <a href="http://training.leadsimple.com/en/articles/2883669-setting-workflow-hours">Setting Hours for Automated Emails/Texts</a>
- <a href="http://training.leadsimple.com/en/articles/2883675-generating-workflow-steps">Generating Workflow Tasks</a>
- <a href="http://training.leadsimple.com/en/articles/2887431-skip-workflow-steps">Skipping Workflow Steps</a>
- <a href="http://training.leadsimple.com/en/articles/2887455-pausing-a-workflow">Pausing a Workflow</a>

Awesome job! You've completed the CRM Getting Started video course! You can now go on to learn more about the <a href="http://training.leadsimple.com/en/collections/1983433-getting-started-crm-lead-management#advanced-crm-features">advanced CRM features</a>, take our free <a href="https://www.leadsimple.com/sales-course" rel="nofollow noopener noreferrer" target="_blank">Sales Course</a>, or start the Operational Process Management course.

<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 

<a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2 (this video)

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 
14. <a href="http://training.leadsimple.com/en/articles/3488600-12-advanced-workflows-2-workflow-settings">Advanced Workflows</a> #2 (this video)

Learn about the rest of the workflows settings that allow you to completely customize your workflows.

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.