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Getting Started: Operations Workflow Management
Getting Started: Operations Workflow Management
New to operational process and workflow management? Start here!
26 articles in this collection
Written by
Aimee
Running Processes Day to Day
1. What is a Process? Why have a Process Management Solution?
Start by learning the definition of a process.
Written by
Aimee
Updated over a week ago
2. The Structure of a Process
Learn how processes are structured in LeadSimple.
Written by
Aimee
Updated over a week ago
3. How to Find Your Processes & Tasks
Learn how to find the processes and tasks you are responsible for
Written by
Aimee
Updated over a week ago
4: How to Fill out Fields in Task Instructions
Learn how to fill out fields in task instructions.
Written by
Aimee
Updated over a week ago
5. How to Send Emails
Learn how to send emails from processes.
Written by
Aimee
Updated over a week ago
6. Tracking Calls in Processes
Learn how to track calls in processes.
Written by
Aimee
Updated over a week ago
7: Adding Notes to Processes
Learn how to add notes to processes and @mention other users.
Written by
Aimee
Updated over a week ago
8: How to Edit Tasks
Learn how to edit or add additional tasks to your process
Written by
Aimee
Updated over a week ago
9: What is Conditional Logic?
Learn what conditional logic is and how it works.
Written by
Aimee
Updated over a week ago
10: Starting Processes Individually and in Bulk
Learn how to start processes individually and in bulk.
Written by
Aimee
Updated over a week ago
Building Processes
1: Setting up PMSync or Direct Integration with Your Property Management Software
Learn how to set up the integration with your property management softare.
Written by
Aimee
Updated over a week ago
2: Creating a Process Type
Learn how to add your first process type.
Written by
Aimee
Updated over a week ago
3: Adding Contact Roles
Learn how to define which external contacts are involved in this process.
Written by
Aimee
Updated over a week ago
4: Adding Stages
Learn what stages are and how to add them to your processes.
Written by
Aimee
Updated over a week ago
5: Adding Workflow Steps
Learn how to add workflow steps to your process.
Written by
Aimee
Updated over a week ago
6: Task Instructions
Learn how to add detailed instructions to your process tasks.
Written by
Aimee
Updated over a week ago
7: Adding Custom Fields
Learn how to add custom fields and include them in your instructions.
Written by
Aimee
Updated over a week ago
8: Conditional Logic
How to add conditional logic to your processes.
Written by
Aimee
Updated over a week ago
9: Step Delays
Learn how to build delays between steps into your processes
Written by
Aimee
Updated over a week ago
10: Stop/Wait Steps
Learn how to make multiple tasks appear at once or only one at a time in your processes.
Written by
Aimee
Updated over a week ago
11: Assigning Tasks to Users or Roles
Learn how to assign workflow tasks to specific users or user roles
Written by
Aimee
Updated over a week ago
12: Email Templates
Learn how to add email templates to your processes, set which contact role to send to, and automate them.
Written by
Aimee
Updated over a week ago
13: Starting Processes
Learn how to start processes singly and in bulk.
Written by
Aimee
Updated over a week ago
14: Custom Process Dashboards
Learn how to build custom dashboards for each of your process types.
Written by
Aimee
Updated over a week ago
15: Managing Your Tasks
Learn how to find and manage your tasks.
Written by
Aimee
Updated over a week ago
Advanced Process Features
Integrations: Integrating with Other Softwares via Zapier
Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.
Written by
Aimee
Updated over a week ago