Getting Started: Operations Workflow Management

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

Start by learning the definition of a process.

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2. The Structure of a Process

Learn how processes are structured in LeadSimple.

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3. How to Find Your Processes & Tasks

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

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4: How to Fill out Fields in Task Instructions

Learn how to fill out fields in task instructions.

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5. How to Send Emails

Learn how to send emails from processes.

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6. Tracking Calls in Processes

Learn how to track calls in processes.

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7: Adding Notes to Processes

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

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8: How to Edit Tasks

Learn how to edit or add additional tasks to your process

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9: What is Conditional Logic?

Learn what conditional logic is and how it works.

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10: Starting Processes Individually and in Bulk

Learn how to start processes individually and in bulk.

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

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

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2: Creating a Process Type

Learn how to add your first process type.

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3: Adding Contact Roles

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

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4: Adding Stages

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

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5: Adding Workflow Steps

Learn how to add workflow steps to your process.

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6: Task Instructions

Learn how to add detailed instructions to your process tasks.

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7: Adding Custom Fields

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

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8: Conditional Logic

How to add conditional logic to your processes.

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9: Step Delays

Learn how to build delays between steps into your processes

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10: Stop/Wait Steps

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

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11: Assigning Tasks to Users or Roles

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

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12: Email Templates

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

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13: Starting Processes

Learn how to start processes singly and in bulk.

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14: Custom Process Dashboards

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

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15: Managing Your Tasks

Learn how to find and manage your tasks.

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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.

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