Building Operational Workflows
By Alexa and 3 others4 authors33 articles
- 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
- Contact Roles
- 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
- Using Property Groups in Conditional Steps
- "When Hidden by Condition": Make Auto-Move Wait for Conditional Steps
- 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