LeadSimple

Here is a short guide on how to troubleshoot contacts not pulling automatically into your process.

Why Aren't My Contacts On My Process?

What fields does LeadSimple track by default?

Learn which types of fields you can use as step conditions in your sales or operational workflows

What fields are supported in conditional logic?

Conditional logic is only applied for completed or canceled processes for 30 days. Find out why.

Why does LeadSimple limit conditional logic on completed processes?

Learn what causes this error on your workflow tasks and how to fix it.

Error: "There was an Error Loading this Step. Our dev team has been notified."

Learn how to set the due date for workflow steps to be relative to a date field on the process

Can I make task due dates relative to the move in date or other custom date?

Learn how to set up your Move In process to pull in future tenants.

Setting Up the Move In Process to Pull in Only Future Tenants

Tori Bradford

Tony Sullivan

Alexa Roeper

Operational Process FAQs

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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