Building Sales and Operational Processes

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

35 articles in this collection
Written by Daniel, Matt, Zachary and 2 others

General Process Features

Pipeline & Process Overviews

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

Written by Aimee
Updated over a week ago

Creating and Customizing Stages

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

Written by Matt
Updated over a week ago

Creating Workflows

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

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.

Written by Matt
Updated over a week ago

Set up Sales Workflow Automation

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

Written by Matt
Updated over a week ago

Setting Workflow Hours

Learn how to make your emails send during business hours

Written by Matt
Updated over a week ago

Generating Tasks One at a Time or All at Once

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

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

Written by Matt
Updated over a week ago

Setting Task Reminders

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

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.

Written by Matt
Updated over a week ago

Assign Workflow Tasks

Learn how to assign individual workflow tasks to specific agents

Written by Matt
Updated over a week ago

Pausing a Workflow

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

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.

Written by Matt
Updated over a week ago

Duplicate a Stage Within the Same Pipeline or Process

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

Written by Shannon
Updated over a week ago

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

Written by Matt
Updated over a week ago

Can I easily change the type of stage to a different category/color?

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!

Written by Shannon
Updated over a week ago

Tracking Workflow Usage

Learn how to tell if your agents are following your sales workflows.

Written by Matt
Updated over a week ago

Sales Processes

Managing Your Sales Stages

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

Written by Matt
Updated over a week ago

Designing Your Sales Process

Learn how to design a "killer" sales process

Written by Matt
Updated over a week ago

Defining Your Stages

Learn how to define effective sales stages

Written by Matt
Updated over a week ago

Operational Processes

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.

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.

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.

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.

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.

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.

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 (and how to ask questions in processes).

Written by Aimee
Updated over a week ago

Starting a Single Process

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

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!

Written by Aimee
Updated over a week ago

How to Create a Monthly Tasks Process or ToDo Tasks Process

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

Written by Zachary
Updated over a week ago

What fields does LeadSimple track by default?

Written by Aimee
Updated over a week ago

Why does LeadSimple limit conditional logic on completed processes?

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

Written by Daniel
Updated over a week ago

Sharing Pipelines, Processes and Workflows

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

Written by Matt
Updated over a week ago

Add Documentation to your Shared Processes

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

Written by Matt
Updated over a week ago

Cloning Workflows and Processes

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

Written by Matt
Updated over a week ago