In this video, get an overview of how task assignment works in LeadSimple.
Tasks can be automatically assigned to the process assignee, to a specific person on the team, or to a user role which multiple people can fill, depending on the process.
Learn more about how to set up user roles here.
To learn more about managing processes day-to-day, check out the following videos:
Triggering processes in bulk (such as lease renewals)