Building Operational Workflows | LeadSimple Help Center

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Building Operational Workflows

Building Operational Workflows

Designing Your Operational Workflows

Overview of Operations and Processes

What if our processes aren't yet documented? Where do I start?

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

Building Your Processes

Create Your First Process Type: Using a Template

Create Your First Process Type: Starting from Scratch

Draft Mode - Safely build and launch your processes

Testing Processes with Test Flight

Duplicate a Stage Within the Same Pipeline or Process

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

Duplicating Stages and Workflows

Operational Process Workflow Features

User Roles & Autoassignment

Setting Workflow Hours

Task Instructions

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

Automatic Stage Changes in Workflows

Stop/Wait Steps

Required/Sticky Steps

Setting Task Reminders

How Custom Fields & Conditional Logic Work

How Team Roles & Task Assignment Works

Operational Process FAQs

Why Aren't My Contacts On My Process?

What fields does LeadSimple track by default?

What fields are supported in conditional logic?

Why does LeadSimple limit conditional logic on completed processes?

Error: "There was an Error Loading this Step. Our dev team has been notified."

Can I make task due dates relative to the move in date or other custom date?

Setting Up the Move In Process to Pull in Only Future Tenants