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.
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