LeadSimple

Ready to get started with LeadSimple Operations and start managing and automating your processes in LeadSimple? Watch this intro video, and then get started on the video course linked below. 

Now get started with LeadSimple Operations with the following video course! It begins with walking you through how to run processes day to day, and then dives into how to build your own process.

<a href="http://training.leadsimple.com/en/articles/6326996-1-what-is-a-process-why-have-a-process-management-solution">What is a process? </a>

<a href="http://training.leadsimple.com/en/articles/6327000-2-the-structure-of-a-process">The Structure of a Process</a>

<a href="http://training.leadsimple.com/en/articles/6327001-3-how-to-find-your-processes-tasks">How to Find Your Processes &amp; Tasks</a>

<a href="http://training.leadsimple.com/en/articles/6327003-4-how-to-fill-out-fields-in-task-instructions">How to Fill Out Fields in Task Instructions</a>

<a href="http://training.leadsimple.com/en/articles/6329685-5-how-to-send-emails">How to Send Emails</a>

<a href="http://training.leadsimple.com/en/articles/6329705-6-tracking-calls-in-processes">Tracking Calls in Processes</a>

<a href="http://training.leadsimple.com/en/articles/6329729-7-adding-notes-to-processes">Adding Notes to Processes</a>

<a href="http://training.leadsimple.com/en/articles/6329755-8-how-to-edit-tasks">How to Edit Tasks</a>

<a href="http://training.leadsimple.com/en/articles/6329767-9-what-is-conditional-logic">What is Conditional Logic?</a>

<a href="http://training.leadsimple.com/en/articles/6329772-10-starting-processes-individually-and-in-bulk">Starting Processes Individually and in Bulk</a>

1. <a href="http://training.leadsimple.com/en/articles/6326996-1-what-is-a-process-why-have-a-process-management-solution">What is a process? </a>
2. <a href="http://training.leadsimple.com/en/articles/6327000-2-the-structure-of-a-process">The Structure of a Process</a>
3. <a href="http://training.leadsimple.com/en/articles/6327001-3-how-to-find-your-processes-tasks">How to Find Your Processes &amp; Tasks</a>
4. <a href="http://training.leadsimple.com/en/articles/6327003-4-how-to-fill-out-fields-in-task-instructions">How to Fill Out Fields in Task Instructions</a>
5. <a href="http://training.leadsimple.com/en/articles/6329685-5-how-to-send-emails">How to Send Emails</a>
6. <a href="http://training.leadsimple.com/en/articles/6329705-6-tracking-calls-in-processes">Tracking Calls in Processes</a>
7. <a href="http://training.leadsimple.com/en/articles/6329729-7-adding-notes-to-processes">Adding Notes to Processes</a>
8. <a href="http://training.leadsimple.com/en/articles/6329755-8-how-to-edit-tasks">How to Edit Tasks</a>
9. <a href="http://training.leadsimple.com/en/articles/6329767-9-what-is-conditional-logic">What is Conditional Logic?</a>
10. <a href="http://training.leadsimple.com/en/articles/6329772-10-starting-processes-individually-and-in-bulk">Starting Processes Individually and in Bulk</a>

<a href="http://training.leadsimple.com/en/articles/6330749-1-setting-up-pmsync-or-direct-integration-with-your-property-management-software">Setting up the Integration with Your Property Accounting Software</a>

<a href="http://training.leadsimple.com/en/articles/6330687-2-creating-a-process-type">Creating a Process Type</a>

<a href="http://training.leadsimple.com/en/articles/6330693-3-adding-contact-roles">Adding Contact Roles</a>

<a href="http://training.leadsimple.com/en/articles/6330758-4-adding-stages">Adding Stages</a>

<a href="http://training.leadsimple.com/en/articles/6330765-5-adding-workflow-steps">Adding Workflow Steps</a>

<a href="http://training.leadsimple.com/en/articles/6330785-6-task-instructions">Task Instructions</a>

<a href="http://training.leadsimple.com/en/articles/6330791-7-adding-custom-fields">Adding Custom Fields</a>

<a href="http://training.leadsimple.com/en/articles/6330808-8-conditional-logic">Conditional Logic</a>

<a href="http://training.leadsimple.com/en/articles/6330823-9-step-delays">Step Delays</a>

<a href="http://training.leadsimple.com/en/articles/6330829-10-stop-wait-steps">Stop/Wait Steps</a>

<a href="http://training.leadsimple.com/en/articles/6330812-11-assigning-tasks-to-users-or-roles">Assigning Tasks to Users or Roles</a>

<a href="http://training.leadsimple.com/en/articles/6330839-12-email-templates">Email Templates</a>

<a href="http://training.leadsimple.com/en/articles/6330855-13-starting-processes">Starting Processes</a>

<a href="http://training.leadsimple.com/en/articles/6330865-14-custom-process-dashboards">Custom Process Dashboards</a>

<a href="http://training.leadsimple.com/en/articles/6330871-15-managing-your-tasks">Managing Your Tasks</a>

<a href="http://training.leadsimple.com/en/articles/6333274-integrations-integrating-with-other-softwares-via-zapier">Advanced: Integrating with Other Softwares via Zapier</a>

1. <a href="http://training.leadsimple.com/en/articles/6330749-1-setting-up-pmsync-or-direct-integration-with-your-property-management-software">Setting up the Integration with Your Property Accounting Software</a>
2. <a href="http://training.leadsimple.com/en/articles/6330687-2-creating-a-process-type">Creating a Process Type</a>
3. <a href="http://training.leadsimple.com/en/articles/6330693-3-adding-contact-roles">Adding Contact Roles</a>
4. <a href="http://training.leadsimple.com/en/articles/6330758-4-adding-stages">Adding Stages</a>
5. <a href="http://training.leadsimple.com/en/articles/6330765-5-adding-workflow-steps">Adding Workflow Steps</a>
6. <a href="http://training.leadsimple.com/en/articles/6330785-6-task-instructions">Task Instructions</a>
7. <a href="http://training.leadsimple.com/en/articles/6330791-7-adding-custom-fields">Adding Custom Fields</a>
8. <a href="http://training.leadsimple.com/en/articles/6330808-8-conditional-logic">Conditional Logic</a>
9. <a href="http://training.leadsimple.com/en/articles/6330823-9-step-delays">Step Delays</a>
10. <a href="http://training.leadsimple.com/en/articles/6330829-10-stop-wait-steps">Stop/Wait Steps</a>
11. <a href="http://training.leadsimple.com/en/articles/6330812-11-assigning-tasks-to-users-or-roles">Assigning Tasks to Users or Roles</a>
12. <a href="http://training.leadsimple.com/en/articles/6330839-12-email-templates">Email Templates</a>
13. <a href="http://training.leadsimple.com/en/articles/6330855-13-starting-processes">Starting Processes</a>
14. <a href="http://training.leadsimple.com/en/articles/6330865-14-custom-process-dashboards">Custom Process Dashboards</a>
15. <a href="http://training.leadsimple.com/en/articles/6330871-15-managing-your-tasks">Managing Your Tasks</a>
16. <a href="http://training.leadsimple.com/en/articles/6333274-integrations-integrating-with-other-softwares-via-zapier">Advanced: Integrating with Other Softwares via Zapier</a>

Operations Management Features

Running Processes Day to Day

Building Processes