LeadSimple

Learn how to add the pre-set workflows and email templates to your account so you can then edit and customize them.

Adding LeadSimple's Pre-set Workflows and Email Templates to Your Account

Learn how you set an email, text, or call step to go to a specific contact involved in a process.

Learn how to define who should accomplish which tasks on a process and how you can assign a process to more than one user.

Learn how wait steps ensure that a certain task will be completed before other tasks in the workflow.

Set a step as required to ensure that it sticks to the process even if it moved to a different stage before the workflow is finished.

Learn how to use step instructions to ensure that every step is completed fully and correctly.

Learn how to set a step to be conditional on a fact being true about a process (and how to ask questions in processes).

Learn how to attach a property, set a due at date, and assign a process owner.

Learn how to set up multiple, conditional, automatic stage changes in your processes!

Learn how to build a process for recurring monthly tasks or all your miscellaneous tasks you need to accomplish.

Conditional logic is only applied for completed or canceled processes for 30 days. Find out why.

Learn about Draft and Live modes and how to launch or revert any of your process types. Safely.

Test your processes in seconds! Great for people building processes to see if they work, and new employees learning a process.

Here is a short guide on how to troubleshoot contacts not pulling automatically into your process.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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