Leads
Find, filter and create leads and transfer them to another project; understand company and contact person.
Every lead belongs to exactly one project. You reach leads in two ways:
- Company → Leads shows leads from all projects you have access to.
- The work view of a project shows only that project's leads, with work lists and further filters. You open it in the sidebar under CRM pipelines (expand the project and select it) or on the project page with Work list or Work on leads. Details are under Work lists.
You may view leads with the level ‘View’ in the project area ‘Leads and work list’. Creating, editing, deleting and transferring need the level ‘Edit’. Without it, the buttons are greyed out and give the reason. See Team and quota.
The contact list
The list is on the left, the contact card on the right. A click on a lead opens the card, and Back to list takes you back. Each row shows name, project and company. In the work view, the current stage as a chip and the next due date are added.
Search
The Search leads field searches name, company, email, phone number and all contact persons and channels of a lead. The following applies:
- Enter one to five words. With more words, ‘Please enter one to five search words.’ appears.
- The start of a word is enough: ‘sim’ finds ‘Simon’.
- Several words must be in the same field, for example in the same name or the same email address.
- You find phone numbers in any notation. ‘+49 170 1234567’, ‘0170 1234567’ and ‘1234567’ find the same number. A piece from the middle of a number does not find it.
- If there are no exact matches, Leadmode shows similar ones. Above them it says ‘Similar matches’.
Global search
The magnifier at the top right of the work area searches names, companies, contact persons, email addresses and phone numbers in all projects you are a member of. It also finds leads through their history: when the search word appears in a note, a call note, a call transcript or an email on the lead (subject and text). Such results carry the label ‘Match in a note’, ‘Match in a call’ or ‘Match in an email’. Enter at least three letters or four digits. Only exact matches appear. A click on the project of a result opens the lead. A transcript whose retention period has expired is no longer found.
Filters
| Filter | Where | Values |
|---|---|---|
| Filter by project | Contact list under Company | All leads or one project |
| Filter by owner | Work view | All, Mine, Unassigned |
| Filter by source | Work view | All sources, Cold, Warm, Website |
| Work list | Work view | Due leads, stage or status, see Work lists |
Behind the owner values, Leadmode shows how many leads match. You set the Origin (Cold, Warm, Website) per lead, see Edit a lead. It determines in which block of the dashboard the lead counts.
Company and contact person
A contact has a Type:
- Company has a company name and any number of contact persons (up to 50).
- Person is a single human being with first and last name, optionally with company and position.
Phone numbers and email addresses are called channels (Landline, Mobile, Email, up to 100 per lead). The switchboard number and general email belong to the company. Direct line, mobile number and email belong to the respective contact person. On the left of the contact card you see all contact persons with their channels. From a channel you call with Call or write with Email.
You can set a Contact block for the whole lead, for a contact person or for a single channel. Blocked channels appear struck through and are not called or written to. How to maintain the structure is described under Edit a lead.
Contact persons do not count as separate leads. Stage, ownership and closing always belong to the whole lead.
Company affiliation
A company can be assigned to a parent company (for example a regional district with several schools). On the contact card, the Company affiliation card shows which company the lead belongs to, with its switchboard and contacts (view only), and lists the subordinate companies. Use Set parent company to pick the company and Change or Remove to adjust it. This works only from company to company and without loops. The assignment is a view only: blocks, stages, owners, contacts and channels stay per lead, nothing is inherited. Blocked companies, or ones you may not see, are not shown.
The head of the contact card
At the top left you see whom you are calling: the company name, below it industry and website, then the address in one line (for example ‘Hauptstraße 5, 10115 Berlin’; the country is only shown if it is not Germany). A click on the address opens it in Google Maps. Directly below that come stage, status and due date, then the switchboard number and general email (unless already shown on a person). Type (company or person), opportunity and project links are collapsed under Details; if the lead belongs to several projects, Details is open because that is where you switch between projects. For the contact persons, the salutation comes directly before the name, with position and contact channels below. The company group with the general channels comes after the persons; identical channels appear only once. An unknown salutation or industry is not guessed but stays empty (‘Salutation missing’).
Create a lead
Click Create lead (top right).
Choose the Project. In the work view the project is preset. Projects in which you may not edit anything cannot be chosen.
Choose the Type (company or person) and fill in the master data. For a company, the Company is required.
Under contact details, enter channels and, for companies, Contact persons.
Click Save.
You bring many leads into a project at once by import, see Import and export.
Transfer a lead to another project
With Transfer lead you create an independent copy in the target project. You find the entry in the More actions menu (three dots) at the top right of the contact card. The menu appears if there is at least one other project in which you may edit leads.
Choose the Target project. Leadmode checks there for duplicates. If there is a possible duplicate, a note with the names appears and the transfer is blocked. Check the lead in the target project first.
Under Master data, choose what comes along: contact persons, contact channels and each filled-in master data field individually. The name is always transferred. Under Custom fields you select the filled-in custom fields individually.
Click Transfer lead.
The copy has its own identifiers. Project status, owners, notes and activities are not transferred. A contact block is kept. The original stays in the old project. Both leads appear at the top of the card as project links: a click on the name of another project switches to the corresponding lead.
Delete a lead
Open the lead, click Edit and then Delete at the bottom. You confirm the dialog ‘Delete lead?’. The lead and its manual field values are deleted permanently; copies in other projects are kept. For this you need the level ‘Edit’ in the project.
Delete all leads in a list
In a project, the worklist has a Delete all button next to the filters. It deletes every lead the list currently shows, meaning the chosen phase or view together with owner, origin and search. A warning shows the number of leads and the list, and you type the number to confirm. The leads’ history, tasks and documentation are deleted permanently; copies in other projects are kept. This cannot be undone. You need the “Edit” level in the project. Through the AI interface (MCP), the contacts_delete_list tool deletes whole lists the same way, without any extra approval or setting (at most 1,000 leads per call, then call it again).