Sharing Pipelines, Processes and Workflows

Share workflows, processes and templates with friends and colleagues, or make a copy to edit yourself before setting it live.

Matt avatar
Written by Matt
Updated over a week ago

You might have some friends and colleagues who are just getting started in property management or who are just starting to implement a serious sales process. You probably know building a sales process from scratch takes a lot of time and effort so how about giving them a head start by sharing your sales process and templates with them?

Alternatively, if you want to export your stages so you can edit them without making those stages live in your account, this article will also explain how to do this.
โ€‹Note this works the same in both sales pipelines and processes. We're using a pipeline as an example in this article.

1. Navigating to the Pipeline You Want to Share or Edit

The first step to sharing a pipeline is to navigate to the stages and workflows page. Click the settings icon in the upper right corner of your lead list and select "Stages and Workflows" from the left-hand navigation that appears.

Next, you'll want to navigate to the stages and workflows of the lead type you want to share. For example, if we want to share the process for our Owner leads we would select "Owners" from the dropdown on the settings page.

2. Creating an Editable Copy

The next step is to create a separate, editable copy of the process. To do this, start by clicking the "Share this Process" button in the upper-right corner of the screen.

This will generate the editable copy of process that you make any changes to without affecting the process in your actual account. Simply click on the tab of the content you want to edit and make all the changes you need to.

3. Send a Share Link

If you want to share this workflow, send a share link to your friend. To do this, click the "Share" button in the upper right corner of the shared process page. This will open a pop-up window which contains the shareable link and an interface to send an email to your friend straight from LeadSimple.ย 

Click "Copy Link" to copy the link to your clipboard. You can send the link in two different ways.

  1. Copy it and paste it into a new email inside your email client (e.g. Gmail, Outlook) and send it to your friend along with an explanation of what the workflow contains and why you think they should try using it. You could also post it on social media if you wanted to grant multiple people access to it.

  2. Send them an email directly from this pop-up window by entering their email address in the second field. We'll send a notification email that includes the link to the shared workflow and details about how to clone it into their account.

NOTE: You could also send this link to multiple colleagues at the same time by entering several email addresses in this field and separating them by commas.

Read this article to learn how to clone shared workflows into your account.

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