Learn LeadSimple Live
Select a topic below and join a live group session to get started with LeadSimple Operations.
Welcome to Learn LeadSimple Live!
Click on a topic below to learn more & register*
*Note: these sessions are for current LeadSimple clients to walk through questions, setup and onboarding.Just curious and want to learn more about LeadSimple? Schedule a discovery call with us!
Intro to Building: Admin Users Class (Operations)
Every other Thursday at 1 p.m. ET | 12 p.m. CT | 11 a.m. MT | 10 a.m. PT
In this guided session, we’ll focus on a high level overview of building in the Operations side of LeadSimple. You’ll gain hands-on experience and leave class ready to confidently manage your workflows and processes.
In this session, we will cover:
⚙️ Copying in Processes from the Library
⚙️ Backend Settings
⚙️ Stages and Workflows (Stages, Step Adjusters, Task Types)
⚙️ Custom fields and conditional logic
⚙️ Testing Processes
⚙️ Resources + Q&A
By the end of class, you'll know how to build basic workflows and adjust processes! Please note this class will be capped at 10 spots per session to ensure a high-quality, personalized learning experience for each participant.
Please prep for class by doing the following:
- Confirm your account has LeadSimple Admin permissions
- Confirm you are comfortable with the topics presented in our Intro to Operations: New Users Class.
- Have your account open on a separate monitor from the presentation - we’ll work in LeadSimple during class.