Building Sales and Operational Processes

Learn everything about setting up and automating a sales process or operational process in LeadSimple.

Matt avatar Zachary avatar Aimee avatar +1
31 articles in this collection
Written by Matt, Zachary, Aimee and 1 other
General Process Features

Restarting a workflow when a lead/process completes all the steps

Learn how to restart a workflow for a given lead or process so it doesn't slip through the cracks
Matt avatar
Written by Matt
Updated over a week ago

Creating and Customizing Stages

Learn about LeadSimple's default stages and how to edit them or create your own
Matt avatar
Written by Matt
Updated over a week ago

Automated Email Drip Campaigns

Learn how to create automated drip campaigns to market to cold leads or current clients.
Matt avatar
Written by Matt
Updated over a week ago

Creating Workflows

Learn how to create a process template for each of your sales stages
Matt avatar
Written by Matt
Updated over a week ago

Process Automation

Learn how to automate email and SMS responders and automatic email drip campaigns.
Matt avatar
Written by Matt
Updated over a week ago

Setting Workflow Hours

Learn how to make your emails send during business hours
Matt avatar
Written by Matt
Updated over a week ago

Generating Workflow Steps

Learn how to have LeadSimple create workflow steps one at a time or all at once when a lead enters a stage.
Matt avatar
Written by Matt
Updated over a week ago

Task Instructions and Call Scripts

Learn how to add instructions to your workflow tasks to make your processes even more automated and scaleable
Matt avatar
Written by Matt
Updated over a week ago

Setting Workflow Step Reminders

Set a reminder on a specific workflow step so you (or your team) always remember to do it.
Matt avatar
Written by Matt
Updated over a week ago

Skip Workflow Steps

Learn how to make LeadSimple skip workflow steps if a lead is missing necessary contact information, and more.
Matt avatar
Written by Matt
Updated over a week ago

Assign Workflow Tasks

Learn how to assign individual workflow tasks to specific agents
Matt avatar
Written by Matt
Updated over a week ago

Pausing a Workflow

Learn how to temporarily stop an automated workflow from continuing by pausing it.
Matt avatar
Written by Matt
Updated over a week ago

Duplicating Stages and Workflows

Learn how to duplicate stages and workflows between your lead categories to avoid creating the same processes over and over again.
Matt avatar
Written by Matt
Updated over a week ago

Tracking Workflow Usage

Learn how to tell if your agents are following your sales workflows.
Matt avatar
Written by Matt
Updated over a week ago
Operational Processes

How Do I Start a Process?

Learn how to attach a property, set a due at date, and assign a process owner.
Shannon avatar
Written by Shannon
Updated over a week ago

Automatic Stage Changes in Workflows

Learn how to set up multiple, conditional, automatic stage changes in your processes!
Aimee avatar
Written by Aimee
Updated over a week ago

How to Create a Monthly Tasks Process

Learn how to build a process for all your miscellaneous tasks you need to accomplish each month.
Zachary avatar
Written by Zachary
Updated over a week ago

Adding LeadSimple's Pre-set Workflows and Email Templates to Your Account

Learn how to add the pre-set workflows and email templates to your account so you can then edit and customize them.
Aimee avatar
Written by Aimee
Updated over a week ago

Contact Roles

Learn how you set an email, text, or call step to go to a specific contact involved in a process.
Aimee avatar
Written by Aimee
Updated over a week ago

Team Member Roles

Learn how to define who should accomplish which tasks on a process and how you can assign a process to more than one user
Aimee avatar
Written by Aimee
Updated over a week ago

Stop/Wait Steps

Learn how wait steps ensure that a certain task will be completed before other tasks in the workflow.
Aimee avatar
Written by Aimee
Updated over a week ago

Required/Sticky Steps

Set a step as required to ensure that it sticks to the process even if it moved to a different stage before the workflow is finished.
Aimee avatar
Written by Aimee
Updated over a week ago

Task Instructions

Learn how to use step instructions to ensure that every step is completed fully and correctly.
Aimee avatar
Written by Aimee
Updated over a week ago

Conditional Steps - How to customize steps to only appear when applicable

Learn how to set a step to be conditional on a fact being true about a process.
Aimee avatar
Written by Aimee
Updated over a week ago

What fields does LeadSimple track by default?

Aimee avatar
Written by Aimee
Updated over a week ago