Learn LeadSimple Live

Intro to Operations: New Users Class

Every other Friday at 12pm ET | 11am CT | 9am PT

Join this new users class to learn what it looks like to run your processes and complete your everyday work in LeadSimple!

In this guided class, we will focus on the basics of executing tasks in the Operations side of LeadSimple.

In this session, we will cover:

• Setting Up Your Profile

• Navigating Tasks

• The Process Dashboard

• Testing & Running Processes

By the end of class, you'll know how to work in LeadSimple on a daily basis!

Note that we will not be discussing building or editing processes in this class.

Please prep for class by doing the following:

1. Log in to your LeadSimple account. An admin on your account should invite you.

2. Have your account open on a separate monitor from the presentation if possible.