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 Operations: New Users Class
Every other Friday at 12 p.m. ET | 11 a.m. CT | 10 a.m. MT | 9 a.m. 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.