LeadSimple

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

Sharing Pipelines, Processes and Workflows

Add detailed descriptions and videos of your shared processes so your colleagues or customers know how to use the process

Add Documentation to your Shared Processes

Learn how to clone a shared process from one of your colleagues into your LeadSimple account.

Cloning Workflows and Processes

Tori Bradford

Sharing Workflows and Processes

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