LeadSimple

Step-by-step setup for the Signatures workspace: enable the feature, build reusable templates, map fields for prefill, add e-signature steps to processes and pipelines, send prepared documents, and track signed files.

Setting up eSignatures in LeadSimple

Learn the difference between pipelines and processes and when to use them.

What's the difference between pipelines & processes?

How can I prevent duplicate tasks in workflows by using unique conditions?

Alexa Roeper

Tori Bradford

Shannon

Building Operational Workflows

If you're new to LeadSimple, start here to learn the basics of LeadSimple's operations management system.

Overview of Operations and Processes

Learn how to get started with LeadSimple's pre-built templates.

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

Learn how to add the pre-set workflows and email templates to your account so you can then edit and customize them.

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

Designing Your Operational Workflows

Get started with your first process type!

Create Your First Process Type: Using a Template

Learn how to create your first process type by starting from scratch.

Create Your First Process Type: Starting from Scratch

Learn about Draft and Live modes and how to launch or revert any of your process types. Safely.

Draft Mode - Safely build and launch your processes

Test your processes in seconds! Great for people building processes to see if they work, and new employees learning a process.

Testing Processes with Test Flight

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

Duplicate a Stage Within the Same Pipeline or Process

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!

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

Learn how to duplicate stages and workflows between your lead categories to avoid creating the same processes over and over again.

Duplicating Stages and Workflows

Building Your Processes

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.

User Roles & Autoassignment

Learn how to make your emails send during business hours

Setting Workflow Hours

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

Task Instructions

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

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

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

Automatic Stage Changes in Workflows

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

Stop/Wait 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.

Required/Sticky Steps

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

Setting Task Reminders

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

How Custom Fields & Conditional Logic Work

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

How Team Roles & Task Assignment Works

How to Use Property Groups in Conditional Steps

Using Property Groups in Conditional Steps

Operational Process Workflow Features

Here is a short guide on how to troubleshoot contacts not pulling automatically into your process.

Why Aren't My Contacts On My Process?

What fields does LeadSimple track by default?

Learn which types of fields you can use as step conditions in your sales or operational workflows

What fields are supported in conditional logic?

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

Why does LeadSimple limit conditional logic on completed processes?

Learn what causes this error on your workflow tasks and how to fix it.

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

Learn how to set the due date for workflow steps to be relative to a date field on the process

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

Learn how to set up your Move In process to pull in future tenants.

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

Tony Sullivan

Operational Process FAQs

Demo

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Resources

Consulting

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