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.

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

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

Learn how to 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!

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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