LeadSimple

Learn how to add an overview to your pipelines and processes to explain the process.

Pipeline & Process Overviews

Learn about LeadSimple's default stages and how to edit them or create your own

Creating and Customizing Stages

Learn how to create a process template for each of your sales stages

Creating Workflows

Learn how to create automated drip campaigns to market to cold leads or current clients.

Automated Email Drip Campaigns

Learn how to automate email and SMS responders and automatic email drip campaigns.

Set up Sales Workflow Automation

Learn how to make your emails send during business hours

Setting Workflow Hours

Learn how to have LeadSimple create workflow steps one at a time or all at once when a lead enters a stage.

Generating Tasks One at a Time or All at Once

Learn how to add instructions to your workflow tasks to make your processes even more automated and scaleable

Task Instructions and Call Scripts

Set a reminder on a specific workflow step so you (or your team) always remember to do it.

Setting Task Reminders

Learn how to make LeadSimple skip workflow steps if a lead is missing necessary contact information, and more.

Skip Workflow Steps

Learn how to assign individual workflow tasks to specific agents

Assign Workflow Tasks

Learn how to temporarily stop an automated workflow from continuing by pausing it.

Pausing a Workflow

Learn how to duplicate stages and workflows between your lead categories to avoid creating the same processes over and over again.

Duplicating Stages and Workflows

Learn how to duplicate a stage within the same pipeline or process.

Duplicate a Stage Within the Same Pipeline or Process

Learn how to restart a workflow for a given lead or process so it doesn't slip through the cracks

Restarting a Workflow when a Lead/Process Completes all the Steps

If you want to move a blue Potential Stage into the orange Prospective Stages or vice versa, here's the easy way to do so!

Can I easily change the type of stage to a different category/color?

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General Process Features

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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