LeadSimple Blog

Webinar: Managing Processes Day-to-Day

In this webinar, we show you how to use LeadSimple's process features to manage your processes day in and day out.

In this webinar, we show you how to use LeadSimple to manage your processes day-to-day. Want to learn more about specific features and elements of workflow automation in LeadSimple? You're in the right place.

The webinar covers:

Tasks

  • How stages influence tasks
  • What are stop tasks?
  • What are required tasks?
  • Managing your todos
  • Updating task due dates/times

Instructions

  • Learn how to use instructions for specific tasks

Communication

  • Calling, emailing & texting from a process

Conditional Logic

  • How conditional logic affects your tasks
  • Custom Fields: where to find them and how to update them

On-track/Off-track Indicator

  • How is it calculated?
  • How do I get a process on track?

If you want a demo of the full workflow automation product LeadSimple provides, check out this webinar.

If you don't already use LeadSimple for process automation, you can learn more here or by sending an email to support@leadsimple.com.

You can't grow if you can't scale.

Author

Matt Berkompas

Matt is the Product Designer for LeadSimple. He helps prioritize the roadmap, design new solutions and improvements, and collaborates with engineering and marketing teams throughout the process. When he's not working, he enjoys cycling (road+gravel), family time, good books and spending time in the outdoors 🌲

Simplify your growth. Streamline your Operations

Sales doesn't have to be an afterthought, and your processes should be automated. With LeadSimple, you will have a seamless handoff between sales and service teams, and help you turn cold prospects into raving fans by delivering a great customer experience.