LeadSimple

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.

Learn how to make your emails send during business hours

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

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

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

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

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.

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

Learn how custom fields and conditional logic affect which tasks you will see in a process.

Learn how it is determined who is responsible for a task.

How to Use Property Groups in Conditional Steps

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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