LeadSimple

Aimee

Matt

Shannon

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

Building Sales and Operational Processes

Learn how to add an overview to your pipelines and processes to explain the process.

Pipeline & Process Overviews

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

Creating and Customizing Stages

Learn how to create a process template for each of your sales stages

Creating Workflows

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

Automated Email Drip Campaigns

Learn how to automate email and SMS responders and automatic email drip campaigns.

Set up Sales Workflow Automation

Learn how to make your emails send during business hours

Setting Workflow Hours

Learn how to have LeadSimple create workflow steps one at a time or all at once when a lead enters a stage.

Generating Tasks One at a Time or All at Once

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

Task Instructions and Call Scripts

Set a reminder on a specific workflow step so you (or your team) always remember to do it.

Setting Task Reminders

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

Skip Workflow Steps

Learn how to assign individual workflow tasks to specific agents

Assign Workflow Tasks

Learn how to temporarily stop an automated workflow from continuing by pausing it.

Pausing a Workflow

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

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

Duplicate a Stage Within the Same Pipeline or Process

Learn how to restart a workflow for a given lead or process so it doesn't slip through the cracks

Restarting a Workflow when a Lead/Process Completes all the Steps

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 tell if your agents are following your sales workflows.

Tracking Workflow Usage

General Process Features

Learn how to automatically generate follow up tasks and reminders as well as send automatic emails and text messages.

Managing Your Sales Stages

Learn how to design a "killer" sales process

Designing Your Sales Process

Learn how to define effective sales stages

Defining Your Stages

Sales Processes

Learn how to add the pre-set workflows and email templates to your account so you can then edit and customize them.

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

Learn how you set an email, text, or call step to go to a specific contact involved in a process.

Contact 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.

User Roles

Learn how wait steps ensure that a certain task will be completed before other tasks in the workflow.

Stop/Wait 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.

Required/Sticky Steps

Learn how to use step instructions to ensure that every step is completed fully and correctly.

Task Instructions

Learn how to set a step to be conditional on a fact being true about a process (and how to ask questions in processes).

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

Learn how to attach a property, set a due at date, and assign a process owner.

Starting a Single Process

Learn how to set up multiple, conditional, automatic stage changes in your processes!

Automatic Stage Changes in Workflows

Learn how to build a process for recurring monthly tasks or all your miscellaneous tasks you need to accomplish.

How to Create a Monthly Tasks Process or ToDo Tasks Process

What fields does LeadSimple track by default?

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?

Zachary

Operational Processes

Share workflows, processes and templates with friends and colleagues, or make a copy to edit yourself before setting it live.

Sharing Pipelines, Processes and Workflows

Add detailed descriptions and videos of your shared processes so your colleagues or customers know how to use the process

Add Documentation to your Shared Processes

Learn how to clone a shared process from one of your colleagues into your LeadSimple account.

Building Sales and Operational Processes

General Process Features

Sales Processes

Operational Processes

Sharing Workflows and Processes