LeadSimple

Learn more about how you can customize your process dashboards and how the on-track/off-track indicators work!

Learn more about <a href="http://training.leadsimple.com/en/articles/3469726-saved-views-creating-custom-reports-dashboards">Saved Views here</a>. 

To learn more about managing processes day-to-day, check out the following videos:

<a href="http://training.leadsimple.com/en/articles/4790237-triggering-a-new-process">Triggering single processes</a>

<a href="http://training.leadsimple.com/en/articles/4790234-triggering-processes-in-bulk">Triggering processes in bulk</a> (such as lease renewals)

<a href="http://training.leadsimple.com/en/articles/4790240-how-to-complete-tasks">Completing tasks</a>

<a href="http://training.leadsimple.com/en/articles/4790247-how-team-roles-task-assignment-works">How team roles and task assignment works</a>

<a href="http://training.leadsimple.com/en/articles/4790245-how-custom-fields-conditional-logic-work">How custom fields &amp; conditional logic work</a>

- <a href="http://training.leadsimple.com/en/articles/4790237-triggering-a-new-process">Triggering single processes</a>
- <a href="http://training.leadsimple.com/en/articles/4790234-triggering-processes-in-bulk">Triggering processes in bulk</a> (such as lease renewals)
- <a href="http://training.leadsimple.com/en/articles/4790240-how-to-complete-tasks">Completing tasks</a>
- <a href="http://training.leadsimple.com/en/articles/4790247-how-team-roles-task-assignment-works">How team roles and task assignment works</a>
- <a href="http://training.leadsimple.com/en/articles/4790245-how-custom-fields-conditional-logic-work">How custom fields &amp; conditional logic work</a>

Learn how you can customize your process dashboards and create custom reports.

Process Dashboard & Reporting

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