This article shows how to start a single process manually.
Take a look at these other ways to start processes as well!
Want to start your processes automatically from another process? Take a look at this help article
Want to start your processes regularly with Autopilot rules? Check out this article
Want to start processes in bulk manually? Go to this help article.
Starting a Process Manually
First, navigate to the process type you want to start in (Owner Onboarding is used in this example). Click on START PROCESS.
This box will pop up. Click "+ Add a property to this process" and start typing. If the property is already in LeadSimple, it will come up in the search feature. If it's a new property, create it and click save.
If the property is already in LeadSimple, it will most likely be associated with a lead and when you add the property to the process, any associated contacts will be pulled in as well. If they don't automatically populate, manually add the contact and click save.
Next up select the process assignees and due date of the process.
Important: you can set default process due dates and default assignees based on property group!
Next, give the process a name and set the stage you'd like it to start in.
Important: you can also set up a default process name that can include the contact's name or the property address, and also set the default starting stage for the process.
Finally, add optional tags if you'd like and then click save!
Congratulations; you've created a process! For more on how to get started with processes, watch this video.
If you have questions, reach out to us via the chat icon in your account or email support@leadsimple.com. We'll be happy to help!