LeadSimple

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

Alexa Roeper

Running Processes Day to Day

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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