Defaults
Set default folders for leads, projects and employees, the contact card, as well as appointment types and booking hours.
Settings → Sales → Defaults. You need the permission ‘Organization and defaults’ (admins always have it). The page has the tabs Folders and Contact card. You find appointment types, booking hours and calendar links under Settings → Sales → Calendar.
Default folders
For leads, projects and employees you define folders that Leadmode creates automatically. Folders that you later remove from the list remain with their files.
| Section | Effect | Limits |
|---|---|---|
| Default folders for leads | Added to all leads | Up to 30 folders, one level |
| Default folders for projects | Each project receives the folders when its files are first opened, and changes also apply afterwards | Up to 60 folders, up to 4 levels |
| Default folders for employees | For personnel documents such as CVs, contracts and remuneration. Visible only to organisation admins | Up to 60 folders, up to 4 levels |
To edit a list:
- Click Add folder and type the name.
- For project and employee folders, the icon ‘Add subfolder’ creates a folder one level deeper. The bin removes a folder together with its subfolders.
- Click Save.
Names must be unique on each level, may have at most 120 characters and must not contain / or \. If the defaults have been changed in the meantime by someone else, Leadmode offers ‘Load current version’.
Appointments
The tabs Appointment types, Booking hours and Appointment handover under Settings → Sales → Calendar apply to the whole organisation or to a project. At the top, choose under Scope the ‘Organization default’ or a project. A project takes over the organisation default until you override it there.
Appointment types
Each appointment type is listed with duration, buffer, type and ‘Bookable’. For projects, labels show where it comes from: ‘Organization default’, ‘Adjusted’ or ‘Own’. Switched-off appointment types carry ‘Hidden’. Below the call block it says ‘Time block for calling, not bookable’: it reserves time for making calls, is not a phone appointment and cannot be booked.
Add appointment type or Edit opens the dialog:
| Field | Meaning |
|---|---|
| Name | Name of the appointment type, up to 60 characters |
| Type | For example call block, intro call, quote meeting 1 or 2, appointment, follow-up, training. Fixed for supplied and taken-over appointment types |
| Responsibility | Host, setter, closer, account manager or owner |
| On booking | Which outcome from the sales flow is documented when booking |
| Duration (minutes) | 5 to 480 |
| Buffer (minutes) | 0 to 120 |
| Bookable | Whether leads or colleagues can book the appointment type |
| Visible | Whether it appears in the selection |
You can Delete your own appointment types. An adjusted appointment type of a project is reset with Reset to default.
Booking hours
Here you define when appointments can be booked:
| Field | Meaning |
|---|---|
| Working days | Mon to Sun, at least one |
| Start and end | Daily window; the end must be after the start |
| Lunch break | Switch; then break from and break until, within working hours |
| Earliest booking | From today, from tomorrow or in 2, 3, 5 or 7 days |
| Minimum notice on the same day | From ‘No minimum notice’ up to 8 hours |
| Time zone | Europe/Berlin, Europe/Vienna, Europe/Zurich, Europe/London or UTC |
| Appointment emails to the contact person | Reminders, deadline for cancellation and rescheduling, quiet hours and weekend |
For a project, the page first shows ‘The organisation’s times apply’. With Set own hours you override them for this project; Reset to organisation default reverts this. The appointment emails are sent from the mailbox of the person responsible for the appointment to leads with an email address; the confirmation goes out immediately.