Workflows and Automation

Discover how to create an effective sales process using LeadSimple's built in automation.

Matt avatar Aimee avatar
17 articles in this collection
Written by Matt and Aimee
Building Workflows in LeadSimple

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

Automation in Workflows

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

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

Source Routing: Mapping Sources to Stages

Learn how to set up different workflows and autoresponders for each of your lead sources.
Aimee avatar
Written by Aimee
Updated over a week ago