LeadSimple

Get started with your first process type!

Create Your First Process Type: Using a Template

Learn how to create your first process type by starting from scratch.

Create Your First Process Type: Starting from Scratch

Learn about Draft and Live modes and how to launch or revert any of your process types. Safely.

Draft Mode - Safely build and launch your processes

Test your processes in seconds! Great for people building processes to see if they work, and new employees learning a process.

Testing Processes with Test Flight

Learn how to duplicate a stage within the same pipeline or process.

Duplicate a Stage Within the Same Pipeline or Process

If you want to move a blue Potential Stage into the orange Prospective Stages or vice versa, here's the easy way to do so!

Can I easily change the type of stage to a different category/color?

Learn how to duplicate stages and workflows between your lead categories to avoid creating the same processes over and over again.

Duplicating Stages and Workflows

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Tori Bradford

Alexa Roeper

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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