Generating Tasks One at a Time or All at Once

Learn how to have LeadSimple create workflow steps one at a time or all at once when a lead enters a stage.

Matt avatar
Written by Matt
Updated over a week ago

When a lead enters a stage, LeadSimple will generate the workflow/tasks inside that stage on the lead itself. You may want each step to generate one at a time or have multiple steps show up at once.

Previously, there was a global setting for each stage that allowed you to set that stage to generate the steps one at a time or all at once. Now, with a new feature called "wait steps", you can decide this on a step by step basis.

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