Edit a lead

A click on a lead in the list opens the Contact card. On the left, first comes the person you are calling (with salutation, position and numbers), followed by the tasks, name, website, stage and status, and all contact persons. A number and email that are already on the person do not appear twice at the top; the industry is shown next to the company if one is entered. The long source text sits below the custom fields. On the right are the actions and six tabs. How you record calls, notes and stage changes is described under Log a lead.

The tabs of the contact cardCopy link to heading

With the arrows Previous lead and Next lead you move through the list in its order. The keyboard icon opens the keyboard shortcuts, see Keyboard shortcuts.

At the top of the action bar are Email, Appointment and the phone buttons; in the work view also Log, Review lead and Note. Calling is described in Calling, and the Mailbox is where you write emails. Appointment is a menu with Book in CRM and Enter appointment, see Log a lead. With Book in CRM you book in the project's calendar. If the project has an external calendar, its booking link opens with the contact details. If there are also personal links, you choose between Project calendar and a person's link. More under Book appointments.

Change master dataCopy link to heading

For companies, the dialog is split into two tabs: Master data (in cards: Basic data, Address, Further details, Contact details, custom fields and do-not-contact block with an explanation) and Contact persons. The fields fill the width, and long text fields span the whole row. ‘Add contact person’ and the pencil on a person open the Contact persons tab directly, with the cursor in the first name for a new person. There you mark the favourite with the star right in the row, arrange with the arrows and choose the preferred one for each number. An error in the other tab switches to it.

Channels and contact personsCopy link to heading

Under Contact details (for companies Company contact details) you maintain the company's channels:

• With Landline, Mobile or Email (each with a plus) you add a channel. When you leave the field, Leadmode brings numbers and addresses into a uniform notation. Channels marked red must be corrected before saving.
• The star marks the channel as Preferred. There is one preferred channel per channel type and person.
• The arrow down opens More settings: Label (for example ‘Switchboard’ or ‘Direct line’), the Active switch, Contact block and arrows that move the channel up or down.
• The bin removes the channel.

For a company, the Contact persons block follows:

1. Click Add contact person and open the row.
2. Enter First name, Last name and Position and add channels.
3. Under More details are the personal master data and the custom fields for persons.
4. With the Primary contact switch you determine the main person. In the list, they carry the label ‘Main’.
5. Contact block blocks only this person together with their channels. They then appear as ‘Blocked’.

On the contact card itself, in the list of contact persons, there is a pencil next to each person (Edit contact person), and below it Add contact person. The pencil opens a small form directly in the card: change or add salutation, first and last name, position and landline, mobile and email without opening the whole dialog. Blocked numbers stay blocked, and the person stays the same. For a change of person, for example when someone else takes over the position, More in dialog leads to the full window. Both buttons are only available with write permission.

Call order directly on the card: With the star you set the primary contact, with the arrows up and down or by dragging you order the persons, and on each phone number you choose the preferred number with Mark as preferred (only one per person). At the top it says ‘Next call: person – number’. This changes only sorting and priority, never blocks, history or metrics, and the order is the same for everyone. Via the AI interface you do this with contacts_set_call_priority.

The order applies when calling and in the Power Dialer: first comes the primary contact's preferred number, then their other numbers, then an explicitly preferred number of another person, then the persons in the order of the list (top first) and finally the company's numbers. Blocked or inactive numbers and numbers of blocked persons are skipped. The call dials the first number in this order; you can choose a different one before the call. If the preferred number is blocked or inactive, it does not move up, and the card points this out.

A block once set on a contact person or channel cannot be taken back in the form, and blocked entries cannot be removed there. A contact person can also be chosen as the reference when logging, for notes, tasks and files.

Strike a person permanently: If a contact person has died, left the company or retired, open the person in the Contact persons tab and click Strike person. You must choose a reason (Deceased, No longer with the company, Retired or Other) and can add a short note, for example who takes over. After you confirm, the person stays stored with the reason and date, but is never called, emailed or offered for selection again: their numbers and email addresses can no longer be used, and they appear in no work list. This cannot be undone. Struck people are shown in the dialog under Struck contact persons and on the contact card with their reason, the strike appears in the change log, and the data export includes them with the reason (see Import and Export). This is not a contact block: existing blocks do not change. The trash button in the dialog, by contrast, only removes the entry from the list, without a reason and without a mark in the export.

Strike wrong contact detailsCopy link to heading

If an email address or phone number is wrong, expand the channel with More settings and click Strike as incorrect. A confirmation warns that this cannot be undone.

• Reason: Incorrect is preselected. You can choose Person no longer reachable, Changed or Other.
• Note: Optional, for example ‘Mailbox does not exist (bounce)’.
• Effect: The entry is no longer offered anywhere for calling, emailing or selecting. It stays saved with its reason, appears under Struck contact details in the dialogue and in the data export, and never comes back.
• Report: Struck contact details and contact persons appear in the report block Data corrections, which you switch on or off per project in the report settings. It assigns the strike to the project in which you made it. See Reports.

This is not a contact block. For a person who has left the company, use Strike person (above).

Details on appointments and closingCopy link to heading

In the Custom Fields block of the contact card, Leadmode shows selected details about the lead. With the cog Choose details to show (or in the organisation's defaults) you decide which ones. This selection applies to the whole organisation. If a project has its own selection under Lead view, it replaces the organisation’s there: instead of the cog, ‘Own view’ appears, and you change the details in the project settings, see Projects. The group ‘Appointments and closing’ includes:

In the group ‘Customer’ you find the Contract start. It belongs to the first contract; an additional contract does not change it. If the booking person or the conversation partner of an appointment is corrected, the card afterwards shows the corrected person. See Calendar.

Custom fieldsCopy link to heading

Admins and project leads create custom fields under Settings → Sales → Custom fields, see Custom fields. They can also arise during import, see Import and export. Organisation fields apply in all projects; project fields only in the project concerned and are marked with the label ‘Project’.

• You fill them in the form under Custom fields, and for contact persons under More details.
• For Selection and Multiple selection you choose from the list of the field's options. Archived options are shown only if the lead already carries them. Archived fields no longer appear.
• The Fields tab shows all values according to the type of the fields (link, yes/no, number, date, options). It states how many fields are filled in. With Show empty fields you also display unfilled fields. With many fields, Search fields helps.
• When transferring to another project, you choose the values to be filled in one by one.

SettingsCopy link to heading

In the Settings tab you set two things, as long as you may edit the lead:

• Origin: Cold (researched yourself, bought or imported and actively called), Warm (has got in touch or is known, for example referral, existing customer, inquiry) or Website (arrives through a form or ad). The origin determines in which block of the dashboard the lead counts, see Dashboard.
• Record calls: Switch for all new calls with this lead. More under Recordings.

See alsoCopy link to heading

• Leads
• Log a lead
• Set up custom fields