Building Operational Workflows
What's the difference between pipelines & 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
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
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