Welcome
Guides for Leadmode, from first setup to full use.
This is where you learn how Leadmode works: where to find things, how to set them up and how to use them day to day.
New here?
First steps
Sign up, sign in, create an organisation.
Setup checklist
What to set up, and in which order.
Interface overview
Menu, areas and settings.
Roles and terms
Who can do what, and what the terms mean.
Switch from another system
Bring your data over from Close, HubSpot, Pipedrive, Salesforce, Excel or a homegrown system.
Areas
Setup
Organisation, team, permissions, sales flow, marketplace.
Switch from another system
Process, terms and one page for each system you are leaving.
Projects and leads
Projects, leads, work lists, tasks.
Winning leads
Import, lead sources, landing pages, webhooks.
Telephony
Numbers, calling, Power Dialer, recordings.
Connect a mailbox, templates, incoming and sent.
Calendar and planning
Appointments, booking links, staff scheduling.
Analytics
Dashboard, ranking, reports, call analysis.
Team and compensation
Employees, recruiting, compensation, partners.
Finance
Quotes, invoices, documents, bank, journal and handover to your tax advisor.
AI
Assistant and analyses.
Interfaces
Webhooks, AI interface (MCP), switching with your AI.
Help
Support chat and keyboard shortcuts.