LeadmodeDocumentation
Setup

Demo organisation

Try Leadmode with sample data without touching your own organisation.

Settings → Organization → Demo. Only admins of a real organisation see this item. The checklist offers the same entry point as a button Try demo.

The demo is a separate, isolated organisation with sample data. Your real data remains untouched. You can look at Leadmode calmly or show it to your team.

Creating and entering

The card ‘Demo organisation’ shows the status:

StatusMeaningButtons
No demo created yetThere is no demoCreate demo
Being prepared …The sample data is being provided–
ReadyThe demo is open. The remaining time runs alongsideEnter demo, Remove demo
Preparation failedCreating it has failedTry again, Remove demo
Being removed …The demo is being deleted–

There is at most one demo per organisation.

In the demo

  • At the top centre, the note ‘Demo – do not enter real data’ appears; the demo is marked in purple, also in the organisation selection next to your name.
  • Instead of the setup, there is a Tour for looking around (team, projects, import, lead). You tick off the steps by viewing them.
  • With Go to live organisation (at the bottom of the sidebar) you switch back.
  • The demo contains projects, leads, activities, appointments, simulated calls with transcripts, templates, documents and a sample mailbox. In addition there are call scripts assigned to the stages, funnels and a landing page, recurring invoices, remuneration with performance billing, applicants with positions and contract templates, the staff scheduling with leave and working days, and weekly reports.
  • Funnels and the landing page remain drafts, and the careers page stays switched off so that no leads or applications can reach the demo from the web. Outgoing webhooks do not exist in the demo.

What is locked

Everything that would have an effect on the outside is locked and reports ‘Demo: This is not available in demo mode.’ This includes:

  • invitations, mail accounts and sending emails
  • real calls and transcription
  • telephony, AI, lead sources and other integrations, calendar providers
  • public booking and offer links, sending of documents
  • deleting an account and deleting an organisation

Recordings have no audio file: you see a simulated track with a transcript.

Expiry after 48 hours

A demo is deleted automatically 48 hours after it was created, along with all changes in it. The remaining time is shown on the card and in the organisation selection. The info button ‘Why are demos deleted?’ explains it: old sample data should not take up storage, and every demo starts with fresh data.

If you want to restart earlier, click Remove demo and create a new one. You can then create another one at any time.

Do not enter real data of real people into the demo. It is deleted when it expires.

See also

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