LeadSimple

Aimee

New to operational process and workflow management? Start here!

Getting Started: Operations Workflow Management

Start by learning the definition of a process.

1. What is a Process? Why have a Process Management Solution?

Learn how processes are structured in LeadSimple.

2. The Structure of a Process

Learn how to find the processes and tasks you are responsible for

3. How to Find Your Processes & Tasks

Learn how to fill out fields in task instructions.

4: How to Fill out Fields in Task Instructions

5. How to Send Emails

6. Tracking Calls in Processes

Learn how to add notes to processes and @mention other users.

7: Adding Notes to Processes

Learn how to edit or add additional tasks to your process

8: How to Edit Tasks

Learn what conditional logic is and how it works.

9: What is Conditional Logic?

Learn how to start processes individually and in bulk.

10: Starting Processes Individually and in Bulk

Running Processes Day to Day

Learn how to set up the integration with your property management softare.

1: Setting up PMSync or Direct Integration with Your Property Management Software

Learn how to add your first process type.

2: Creating a Process Type

Learn how to define which external contacts are involved in this process.

3: Adding Contact Roles

Learn what stages are and how to add them to your processes.

4: Adding Stages

Learn how to add workflow steps to your process.

5: Adding Workflow Steps

Learn how to add detailed instructions to your process tasks.

6: Task Instructions

Learn how to add custom fields and include them in your instructions.

7: Adding Custom Fields

How to add conditional logic to your processes.

8: Conditional Logic

Learn how to build delays between steps into your processes

9: Step Delays

Learn how to make multiple tasks appear at once or only one at a time in your processes.

10: Stop/Wait Steps

Learn how to assign workflow tasks to specific users or user roles

11: Assigning Tasks to Users or Roles

Learn how to add email templates to your processes, set which contact role to send to, and automate them.

12: Email Templates

Learn how to start processes singly and in bulk.

13: Starting Processes

Learn how to build custom dashboards for each of your process types.

14: Custom Process Dashboards

15: Managing Your Tasks

Building Processes

Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.