LeadSimple

Learn about LeadSimple's default stages and how to edit them or create your own

Managing Your Sales Stages

Learn how to create a workflow of tasks, emails, calls, and texts for each of your sales stages.

Creating Basic Sales Workflows

Learn how to create automated drip campaigns to market to cold leads or current clients.

Automated Email Drip Campaigns

Learn how to add instructions to your workflow tasks to make your processes even more automated and scaleable

Task Instructions and Call Scripts

Learn how to make LeadSimple skip workflow steps if a lead is missing necessary contact information, and more.

Automatically Skip Workflow Steps When Missing Contact Info

Learn how to have LeadSimple automatically change a lead's stage if the lead opens an email, clicks a link, or replies to an email or text.

Engagement Triggers: Automatically Change a Lead's Stage if they Reply to an Email

Learn how to customize LeadSimple even further with custom fields for leads.

Custom Fields

Learn how to use clickable merge tags to improve your processes.

Using Clickable Merge Tags

Tori Bradford

Alexa Roeper

Creating Sales Workflows

Demo

Pricing

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Consulting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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.

Prototype getting-started answer

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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