Go to LeadSimple
All Collections
Managing Processes Day-to-Day
Managing Processes Day-to-Day
Learn what you need to run operational processes day to day
7 articles in this collection
Written by
Aimee
Starting/Triggering Processes
Triggering A New Process
Learn how you can trigger the next process that needs to happen with a property, owner, or tenant.
Written by
Aimee
Updated over a week ago
Starting Processes from the Properties Page
Learn how to start processes from the properties page using property tags and fields.
Written by
Aimee
Updated over a week ago
Triggering Processes in Bulk
Learn how to start your Lease Renewal and Delinquency processes in bulk.
Written by
Aimee
Updated over a week ago
Running a Process
How Team Roles & Task Assignment Works
Learn how it is determined who is responsible for a task.
Written by
Aimee
Updated over a week ago
How to Complete Tasks
Learn how to complete your tasks (instructions, emails, calls, etc)
Written by
Aimee
Updated over a week ago
How Custom Fields & Conditional Logic Work
Learn how custom fields and conditional logic affect which tasks you will see in a process.
Written by
Aimee
Updated over a week ago
Process Reporting
Process Dashboard & Reporting
Learn how you can customize your process dashboards and create custom reports.
Written by
Aimee
Updated over a week ago