Intro to LeadSimple Operations
1. What is a Process? Why have a Process Management Solution?
2. The Structure of a Process
3. How to Find Your Processes & Tasks
4: How to Fill out Fields in Task Instructions
5. How to Send Emails
6. Tracking Calls in Processes
7: Adding Notes to Processes
8: How to Edit Tasks
9: What is Conditional Logic?
10: Starting Processes Manually & Automatically
1: Setting up Direct Integration with Your Property Management Software
2: Creating a Process Type
3: Adding Contact Roles
4: Adding Stages
5: Adding Workflow Steps
6: Task Instructions
7: Adding Custom Fields
8: Conditional Logic
9: Step Delays
10: Stop/Wait Steps
11: Assigning Tasks to Users or Roles
12: Email Templates
13: Starting Processes
14: Custom Process Dashboards
15: Managing Your Tasks