LeadSimple

The Visual Editor gives you a drag-and-drop canvas for building out a process. Its stages, steps, conditions, and email/SMS templates. A chat panel sits alongside it so you can make…

Customizing a process with the Visual Editor and AI chat

Alexa Roeper

Tori Bradford

Shannon

New to operational process and workflow management? Start here!

Operations & Processes

Get started with our LeadSimple Operations video course!

Intro to LeadSimple Operations

Operations Video Series

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 manually and automatically.

10: Starting Processes Manually & Automatically

Running Processes Day to Day

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

1: Setting up 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.

Integrations: Integrating with Other Softwares via Zapier

Workflow Visualization Tool

Advanced Process Features

Step-by-step setup for the Signatures workspace: enable the feature, build reusable templates, map fields for prefill, add e-signature steps to processes and pipelines, send prepared documents, and track signed files.

Setting up eSignatures in LeadSimple

Learn the difference between pipelines and processes and when to use them.

What's the difference between pipelines & processes?

How can I prevent duplicate tasks in workflows by using unique conditions?

Building Operational Workflows

If you're new to LeadSimple, start here to learn the basics of LeadSimple's operations management system.

Overview of Operations and Processes

Learn how to get started with LeadSimple's pre-built templates.

What if our processes aren't yet documented? Where do I start?

Learn how to add the pre-set workflows and email templates to your account so you can then edit and customize them.

Adding LeadSimple's Pre-set Workflows and Email Templates to Your Account

Designing Your Operational Workflows

Get started with your first process type!

Create Your First Process Type: Using a Template

Learn how to create your first process type by starting from scratch.

Create Your First Process Type: Starting from Scratch

Learn about Draft and Live modes and how to launch or revert any of your process types. Safely.

Draft Mode - Safely build and launch your processes

Test your processes in seconds! Great for people building processes to see if they work, and new employees learning a process.

Testing Processes with Test Flight

Learn how to duplicate a stage within the same pipeline or process.

Duplicate a Stage Within the Same Pipeline or Process

If you want to move a blue Potential Stage into the orange Prospective Stages or vice versa, here's the easy way to do so!

Can I easily change the type of stage to a different category/color?

Learn how to duplicate stages and workflows between your lead categories to avoid creating the same processes over and over again.

Duplicating Stages and Workflows

Building Your Processes

Learn how you set an email, text, or call step to go to a specific contact involved in a process.

Contact Roles

Learn how to define who should accomplish which tasks on a process and how you can assign a process to more than one user.

User Roles & Autoassignment

Learn how to make your emails send during business hours

Setting Workflow Hours

Learn how to use step instructions to ensure that every step is completed fully and correctly.

Task Instructions

Learn how to set a step to be conditional on a fact being true about a process (and how to ask questions in processes).

Conditional Steps - How to customize steps to only appear when applicable

Learn how to set up multiple, conditional, automatic stage changes in your processes!

Automatic Stage Changes in Workflows

Learn how wait steps ensure that a certain task will be completed before other tasks in the workflow.

Stop/Wait Steps

Set a step as required to ensure that it sticks to the process even if it moved to a different stage before the workflow is finished.

Required/Sticky Steps

Set a reminder on a specific workflow step so you (or your team) always remember to do it.

Setting Task Reminders

Learn how custom fields and conditional logic affect which tasks you will see in a process.

How Custom Fields & Conditional Logic Work

Learn how it is determined who is responsible for a task.

How Team Roles & Task Assignment Works

How to Use Property Groups in Conditional Steps

Using Property Groups in Conditional Steps

Workflow steps with conditions now have a per-step "When hidden by condition" setting that lets you choose whether a stage's auto-move skips a hidden step (default) or waits until its…

"When Hidden by Condition": Make Auto-Move Wait for Conditional Steps

Operational Process Workflow Features

Here is a short guide on how to troubleshoot contacts not pulling automatically into your process.

Why Aren't My Contacts On My Process?

What fields does LeadSimple track by default?

Learn which types of fields you can use as step conditions in your sales or operational workflows

What fields are supported in conditional logic?

Conditional logic is only applied for completed or canceled processes for 30 days. Find out why.

Why does LeadSimple limit conditional logic on completed processes?

Learn what causes this error on your workflow tasks and how to fix it.

Error: "There was an Error Loading this Step. Our dev team has been notified."

Learn how to set the due date for workflow steps to be relative to a date field on the process

Can I make task due dates relative to the move in date or other custom date?

Learn how to set up your Move In process to pull in future tenants.

Setting Up the Move In Process to Pull in Only Future Tenants

Jheanelle Lewis

Operational Process FAQs

Learn how to get your data connected to power your processes in LeadSimple!

How to Connect Your Property Account Software to LeadSimple

Here's the ins and outs of making a smooth transition from one property accounting software to another to ensure your data stays clean!

How to Switch Property Accounting Softwares Smoothly in LeadSimple

Integrating Your Data

General Process Settings

Learn how to use property groups in LeadSimple!

What are Property Groups?

Learn how property groups work with our direct integrations.

Syncing Property Groups Automatically

Learn how to set up your AppFolio integration to sync property groups into LeadSimple.

Why aren't my property groups syncing from AppFolio?

Property Groups

Learn how to set up auto assignment of roles based on property group

How to Assign Users to Roles Automatically in Processes

Learn how to merge your duplicate user roles with the new user roles features.

Merging Duplicate User Roles

Automatic Role Assignment

Learn how to set a default due date (i.e. 30 days from start of process) for each of your process types.

How to Set Custom Default Due Dates for Each Process Type

Learn how to select a custom default starting stage for each process type.

How to Set a Custom Default Starting Stage for Processes

Default Starting Stages & Due Dates

Here's how to catch NSF cases in your delinquency process.

How to Catch Reversed Delinquent Rent Payments?(NSF)

How to get started with property groups, auto-assignment, default due dates & starting stages, and autopilot rules

Autopilot & Starting Processes

Learn how to set up rules to have your processes start automatically

Autopilot Rules - Starting Processes Automatically

Get a list of our recommended autopilot process rules to set up for each process type.

Recommended Autopilot Process Rules

Learn how to review and troubleshoot why processes were or were not auto-started, as well as

Process Auto-Start History

Learn more about how to automate "start process" steps in workflows.

Automatic "Create Process" Workflow Steps

Learn the best approach to auto-start each type of process.

Recommendations on Auto-starting Processes

Starting Processes Automatically

Learn how to attach a property, set a due at date, and assign a process owner.

Starting a Process Manually

Learn how to start your Lease Renewal and Delinquency processes in bulk.

Triggering Processes in Bulk

Learn how to start processes from the properties page using property tags and fields.

Starting Processes from the Properties Page

Starting Processes Manually

Learn how to upgrade your account to access Autopilot and the direct sync with AppFolio, Buildium, Propertyware, Rent Manager, and Rentvine.

How do I get access to the Autopilot features?

Learn when to use Autopilot and when to use automatic create process steps in your workflows to trigger processes.

Which Processes Can I Use Autopilot For?

Learn how to set up an Autopilot rule to run on the last day of the month, regardless of the number of days in the month.

How can I set an Autopilot rule to always run on the last day of the month?

Troubleshooting steps to discover why a process wasn't started as expected.

Why Didn't My Autopilot Rule Create a Process for a Specific Property?

FAQ's

Yes! Learn more about our free sales workflows for owners and tenants, and learn more about other use cases that will be coming soon.

Do you have pre-built workflows & email templates for me to start with?

Get an overview of the Owner Onboarding process!

Owner Onboarding

Learn more about the Property Onboarding process template!

Property Onboarding

Learn more about our Make Ready process template!

Make Ready Process

Learn more about our Property Marketing process template!

Property Marketing Process

Learn more about our Application Screening process template!

Application Screening Process

Learn more about our Move In process template!