Work lists
Work through leads one by one with the work list: due leads, stages, counters and the way to the next lead.
The Work list is the queue of your next leads in a project. It follows the project's sales flow and shows on the left how many leads are in which stage and status, and how many of them are due now.
You open it in three ways:
- Sidebar → expand CRM pipelines → choose a project.
- Project page → Work list or Work on leads.
- On the project page, in the overview, click a number in the Work block (Due leads, New, In progress, All leads) or a lead under Next leads.
You see and edit the leads of a project with at least the level ‘View’ in the area ‘Leads and work list’. To log an outcome you need ‘Edit’.
Layout of the work view
The view has three columns: the Work list on the left, the contact list in the middle and the contact card on the right. In narrow windows the work list is collapsed. The header of the contact list then shows the name of the selected list. With Show work lists you open the list again, and with Collapse work lists (icon at the top of the work list) you close it. Your choice is kept per project.
The lists
The entry points are at the top, and below them are the project's stages as separate sections:
| List | What it shows |
|---|---|
| All leads | The project's entire stock. |
| Due leads | The work that can be called right now. |
| New leads | Open leads that have not yet been worked in their stage. |
| A stage (for example Cold outreach, Warm outreach, Intro call) | The stages come from the project's sales flow. Expand a stage. All shows all leads in the stage, Due the callable ones in that stage, and below it each status (substage) with its number. |
| New leads in a stage | In stages where leads arrive new and are called (outreach): leads without a substage, without an attempt and without documentation. |
| N× not reached | In these stages you also see the attempts: ‘1× not reached’, ‘2× not reached’ and so on. |
| Contact control | Lists that show where leads are not getting anywhere, for example Agreed callbacks (all leads with a fixed callback time, sorted by time), Info mail: client's reply outstanding, Paused, Gatekeeper blocked, Unqualified, Bad data, Do not contact (an explicit ‘do not call any more’) and Phone blocked (without do-not-contact) (for example a technical block or a wrong number that can be lifted once clarified), as well as Without owner. |
A view can have expandable sublists, for example ‘Not reached’ with 1× to 8× and ‘Paused’ below it. The number on the view counts each lead only once, even if it appears in several sublists. Leadmode remembers whether the group is expanded.
‘All’, ‘Due’ and ‘New’ are filters, not statuses. A stage shows only the lists that make sense there: in conversation stages such as ‘Intro call’ or ‘Quote meeting’ you find All, Due and their statuses.
Next to each number, a yellow figure shows how many of these leads are already due. The numbers update by themselves when something changes in the project.
When a lead is ‘due’
A contact is in All due leads when all of these points apply:
- It is not in the stages ‘Won’ or ‘Lost’. Closed leads, including registered ones, are never due.
- It is not blocked, its phone numbers are not blocked and the cadence is not paused.
- Its due date has been reached, or it has none yet.
- It has no owner or is assigned to you.
- It has at least one usable phone channel.
- It is not waiting for the client's info mail (see Info mail list); an explicitly agreed callback is not affected by this.
- The time window for leads (a setting of the project's cadence) is open.
Agreed callbacks come first, followed by the leads by due date. At the top of the lead you see ‘Agreed callback: date, time’ with the reason and the person responsible, plus ‘Next call at the earliest …’ if the lead should only be called again later. Another task such as ‘Send email’ does not replace the callback, and the ‘Agreed callbacks’ view only displays them. In the other lists, Leadmode sorts by the next due date.
If the project has the cadence setting ‘Call only after the emails’, leads that have not yet reached the configured email step are missing from All due leads, except for agreed callbacks.
If the decision maker was absent on the last call, the callback date you give is only a block: the lead is not called until then and appears in All due leads again afterwards. No ‘Check contact sequence’ task is created, even if the lead’s attempts would otherwise be used up. Set exact times as a task.
List or pipeline
Above the contact list, the View selection switches between List and Pipeline. The list is the default; Leadmode remembers your choice per project.
The Pipeline shows the same leads as columns. Without a chosen stage, every visible stage is a column. If you choose a stage, its New leads, the ‘N× not reached’ counters and its statuses are the columns. Each column shows its leads sorted by due date, 50 at a time; with Show more you load more. Search, origin and ownership work as in the list. A click on a card opens the lead.
The pipeline is view-only: nothing can be moved. Stage and status still change only through outcomes and editing at the lead. Each column has a button that starts the Power Dialer for exactly that column.
List settings
The slider icon in the header of the work list opens the window List settings with three tabs:
| Tab | Content |
|---|---|
| Filter | A temporary filter. It applies only with Apply filter, only now and only for you. Nothing is saved or changed. Remove filter takes it back. |
| Display | Show to the right of the name: due date, stage, status, call attempts, created on, owner, email, phone. Email and phone show the lead’s main entry; if it is missing, ‘missing’ appears in orange. Plus the sorting. The display applies only in the list view and is remembered for you in this project. |
| Work lists | Switches for which lists appear on the left: contact control, appointments and proof of service, and the default project. This applies to the whole team and can be changed only with the right for organisation settings. Hidden lists are not deleted. |
The sorting offers: Like the chosen list (default), due date with earliest or latest first, work order, Newest first, Oldest first, and Fewest or Most call attempts first.
Adjust the structure of the work list
Whoever leads the project sets up, in the flow editor under Work list, how the sidebar is built: the order and names of the entry points, which stages are visible and which lists each stage shows. This applies to the template, the project or the default flow and travels with the template into the project. There you also set which sublists a view has, what they are called and in which order they appear. You can also have the stages shown directly below the general lists, without the ‘Stages’ group, and for each view in a stage decide whether it counts the leads of the current stage, the leads with an event in this stage or the whole project. When you open or switch a project, the sidebar briefly shows grey placeholders until the saved navigation has arrived; it never shows a default layout in the meantime. Expanding, sorting and hiding change nothing about the leads: pauses, blocks, tasks and metrics stay as they are, and Due leads remains the work list. See Sales flow.
My views
Under My views you use the plus to create your own lists that filter by conditions, and the filter icon to set a temporary filter. See Views and filters.
Filtering
Above the contact list, Filter by owner narrows the list and the counters: All, Mine or Unassigned. Filter by source shows only Cold, Warm or Website. Data gaps shows leads with No email, No phone, No email and phone or companies with No contact person, and states behind each value how many leads match. The channels of the company and its contact persons count. With Search leads you search the selected list.
With the permission ‘Export leads’, As CSV downloads the list currently shown, with name, email, phone, project and stage. The same filters, data gaps and search apply as in the display. For search, see Leads.
Working lead by lead
Choose Due leads and click the first contact.
Click Log, choose the outcome and click Save and next lead. See Log a lead.
Leadmode opens the next lead from the same list. If there is none left, it says ‘No more due leads.’
With the arrows Previous lead and Next lead you move forwards and backwards in the order of the list. If you want to string calls together without any clicks at all, use the Power Dialer. It picks the next lead itself.
Next leads on the project page
In the Overview of the project page, the Next leads block shows the next six callable leads with company, stage and due date (‘Due’, a point in time or ‘Anytime’). A click opens the lead in the work view. If nothing is due at the moment, a note suggests importing new leads or coming back later, see Import and export.