Building Sales and Operational Processes
Learn everything about setting up and automating a sales process or operational process in LeadSimple.
By Matt and 4 others5 authors35 articles
Pipeline & Process Overviews
Creating and Customizing Stages
Automated Email Drip Campaigns
Set up Sales Workflow Automation
Setting Workflow Hours
Generating Tasks One at a Time or All at Once
Task Instructions and Call Scripts
Setting Task Reminders
Skip Workflow Steps
Assign Workflow Tasks
Pausing a Workflow
Duplicating Stages and Workflows
Duplicate a Stage Within the Same Pipeline or Process
Restarting a Workflow when a Lead/Process Completes all the Steps
Can I easily change the type of stage to a different category/color?
Tracking Workflow Usage
Adding LeadSimple's Pre-set Workflows and Email Templates to Your Account
Conditional Steps - How to customize steps to only appear when applicable
Starting a Single Process
Automatic Stage Changes in Workflows
How to Create a Monthly Tasks Process or To Do Tasks Process
What fields does LeadSimple track by default?
Why does LeadSimple limit conditional logic on completed processes?