By Aimee and 4 others5 authors15 articles
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?
Process Type Modes - Safely build and launch your processes
Testing Processes with Test Flight
Process Visualization / Flow Chart (Experimental Feature)