Let's say you just created a second lead type (lead category/folder) in LeadSimple for the new property management office you're opening up in Austin TX. Since you'll be using that lead type to manage property management leads just like your first lead type ("Jackson MS"), it would be nice to be able to copy all the stages from your Jackson lead type into "Austin" to avoid having to build all of those workflows again. The instructions below will walk you through this process.
NOTE: If you have a lot of leads in a given lead type, moving all those leads into different stages with different workflows could potentially cause big problems. In that case, LeadSimple may disable this feature for your safety. Contact us if you run into a situation where LeadSimple preventing you from performing this action.
1. Choose "From" Lead Type
First, click the settings icon at the top of your lead list page. Then click "Stages and Workflows" in the left-hand navigation that appears.
In the case of the above scenario, this would be your stages and workflows for "Austin". You can use the blue dropdown button in the top left of the header on this page to switch between the stages and workflows for each of your lead types.
Once you're there, click the "Clone Stages From" button in the top right of the page.
Now, select the folder (e.g. lead type) you want to copy stages and workflows from. In the scenario, "Jackson MS" contains the stages and workflows we want to clone so we'll select that.
Next, choose the stages you want to copy into your other lead type. Once your finished, click "NEXT".
Map Your Stages
Now it's time to map the stages from our "Jackson" lead type (in the example) to corresponding stages in our "Austin" lead type.
You have the option to replace the stages in the first lead type with the stages that you're cloning in or to keep them. LeadSimple will automatically select "Replace" for the stages that have matching names.
Confirm Your Choices
The final step will show you how you chose to map your stages in the previous step and will prompt you to confirm your decisions.
Since all leads that are in your old stages will now be moved over to the new stages after you click "Confirm and Clone", LeadSimple gives you the option to select the general point a leads should be placed in their new workflows.
"at the beginning of the new workflow" will start the leads at the beginning of the stage's workflow, generating the tasks for that workflow on each lead starting with the first one (just like it would if you put a lead in the stage manually).
"midstream, at the closest similar point" will start leads at the closest point in the workflow of the merge stage that they were at in the old stage. For example, you decide to delete the "New" stage which has leads in it and merge them into the "New Leads" stage which has a different workflow. One of those leads was on the third step in the "New" workflow so LeadSimple would put them at the third step of the "New Leads" workflow when you merge them.
Once you've confirmed your choices, click "Confirm and Clone!" to finish. And you're done!