Marketplace
Look at ready-made sales flows by industry and stage and take them over as your own template.
The Marketplace contains ready-made offers from Leadmode. You pick a suitable sales flow, take it over as your own template with one click and adapt it. This way you do not have to start from scratch. Scripts and sales staff are to follow later.
You find it in the sidebar under Marketplace › Sales flows. The menu item belongs to the area ‘Company’ and can be hidden like any other (Menu and design).
Levels
Each industry is available in three levels:
| Level | For whom |
|---|---|
| Entry level | Few steps, quick to get going: from the enquiry through the call to the offer. For teams just starting out. |
| Advanced | With qualification, quote meeting and customer care. Plus additional steps common in the industry. |
| Pro | All stages, waiting times and special cases for established teams. |
Industries
- B2B services
- Solar and energy
- Insurance and finance
- Software and SaaS
- Staffing and recruiting
- Real estate
- Marketing and web agency
- Trades and renovation
- Coaching and training
- Telecoms and energy
- Fitness and wellness
- Car dealership and mobility
- IT services
- Building services and cleaning
- Tax advisory and law firms
Use cases
Each industry has several flows for different situations: Complete sales, Handling enquiries (warm leads, quick callbacks), Cold outreach (patient waiting times) and Appointment setting (for agencies that book appointments for a client, up to the handover or the booked appointment). Each card shows below the name, in one to two sentences, what exactly the flow is for and what makes it special at this level. With the filter ‘Use case’ you show only one type.
Each card shows industry, level, a short description and how many stages and documentation entries the flow has. At the top, you filter by industry, use case and level or search for a keyword. A click opens the description: for whom the flow is meant, how it runs, the stages with their sub-stages, the supplied fields and the key figures. If you have already taken over an offer, this is shown there.
Taking over
Whoever clicks Take over receives an own copy of the offer. You can give it a name beforehand; otherwise the title of the offer applies, and if the name is the same, Leadmode counts up (for example ‘… (2)’).
- The copy then appears under Settings → Sales → Sales flow among your own templates. There you edit, duplicate or delete it like any other.
- Leadmode only creates the fields and views of the offer when you assign the template to a project. Taking over creates nothing in your projects yet.
- Later changes to the offer never change your copy.
- You can take over the same offer several times; each takeover is another copy.
Who may take over
Anyone in the organisation may view. Taking over is permitted for whoever may create templates, that is, whoever has the permission ‘Organization and defaults’ (admins always have it).
Afterwards: assign to a project
- Open Settings → Sales → Sales flow.
- Under Projects, choose the project and the taken-over template. The dialog Assign template shows where contacts move.
- Adapt the flow in the editor if needed, for all projects via the template or only for this project.
An AI can do this too: via the interface for AI programs, the tools marketplace_overview, marketplace_get_flow and marketplace_adopt_flow are available in the area marktplatz. The same rights apply as in the interface.