Menu and design

The Appearance group in the settings has four items: Menu for admins personally, Display and Quick access for you personally, and Design for the whole organisation. Which menu items staff see is set by the profile (see below).

MenuCopy link to heading

Settings → Appearance → Menu. Here admins hide menu items of the sidebar for their own account. For staff, the profile applies: under Settings → Roles and permissions, admins switch on in the profile under Menu items which items everyone with that profile sees. New profiles start with the previous default view.

The page lists all menu items by area:

Leads bundles database, import and export as tabs. In the default view (as long as you have never changed the menu), the sidebar shows ‘Leads’ instead of the individual items Import / Export and Lead database. Both remain reachable and can be shown again here. A tab only appears if your plan and rights allow the page behind it. You additionally find scripts in the project, the templates in the Marketplace under Settings → Sales flow, the ranking on the team page and the call history in the enlarged phone window.

Each row has a switch (‘… show’). A click saves immediately. An area without visible menu items disappears together with its heading.

With the arrows up and down on a row you change the order within the area. This also saves immediately and applies to your account. Some items stay fixed in their place and have no arrows: CRM pipelines, the default project, the recruiting pipelines and the Academy. Without your own order, the default of the sales mode applies. If you have set your own, a note with the button Reset to default appears at the top.

Menu items for a higher level than the chosen sales mode carry a small note, ‘Advanced’ or ‘Expert’. This is only a hint: the item stays visible and reachable.

Hiding only removes the menu item from the sidebar. It does not change rights and does not delete data; the pages remain reachable via their address, as far as the profile allows them.

DisplayCopy link to heading

Settings → Appearance → Display. The switches apply only to you and save immediately. By default everything is on.

Quick accessCopy link to heading

Settings → Appearance → Quick access. Here you choose which buttons appear at the bottom right next to the chat and in which order: Phone, AI assistant, Mailbox, Autopilot runs and Audio. Each button has a switch (‘… show’) and arrows to the left and right. The autopilot is hidden by default. The selection applies only to you in this browser.

Light, mixed, darkCopy link to heading

At the bottom of the sidebar, a button switches between the three appearances Light mode, Mixed mode and Dark mode. This is a personal setting. Sign-in and registration are always dark.

Design of the organisationCopy link to heading

Settings → Appearance → Design. You need the permission ‘Organization and defaults’ (admins always have it). All changes apply to all employees of the organisation.

Sales modeCopy link to heading

At the very top of the page you choose the organisation’s sales mode. Only admins can change it.

The mode sets the order of the menu items and the level notes in the menu. Beginner and Advanced move the most important items for daily work to the top; Expert keeps the usual order. Nothing is locked: you still show and hide items yourself and arrange them under Menu. Stages, flows, projects and leads stay unchanged when you switch.

You choose the mode for the first time during setup. If the organisation has no leads yet at that point, it also sets the matching starting flow. Organisations that existed before the sales mode stay on Expert.

Colour themeCopy link to heading

The colour theme colours the sidebar and the marking of selected areas. Default leaves the colour unchanged; next to it are 20 colours from silver to lilac. Each colour has suitable values for light and dark mode. A click saves immediately (‘Colour theme saved.’).

Dashboard logoCopy link to heading

This logo appears in the bar of your organisation. Sign-in keeps the Leadmode logo.

• Upload logo accepts PNG, JPEG or WebP up to 256 KiB. A PNG with a transparent background in the format 2:1 (landscape), 2000 × 1000 pixels, is recommended.
• A larger file is not simply rejected by Leadmode; it is reduced in size before uploading. Only if that is not enough does the message name the actual size. SVG is not accepted.
• Use default restores the Leadmode logo.
• With the slider Logo size you set 50 to 300 per cent.

Logo for dark surfacesCopy link to heading

A white logo disappears on a light background, a dark one on a dark background. That is why you can also store a second logo.

• Upload logo for dark surfaces accepts the same formats as the normal logo. The preview shows it on a dark background. You can only upload it once the normal logo is set. Upload a light version here.
• Without a second logo, the normal one applies in dark mode. Use normal logo removes the second logo again.

FaviconCopy link to heading

The symbol in the browser tab. Upload favicon accepts PNG, JPEG or WebP up to 1 MiB. Use default restores the Leadmode favicon. The slider Favicon size ranges from 50 to 125 per cent.

After moving the sliders, click Save sizes. Logo and favicon are loaded automatically by all signed-in employees.

See alsoCopy link to heading

• Interface
• Document design
• Appearance and signature