Projects
Create and edit a project and understand the project page with its tabs.
A project belongs to a client order. All leads, tasks, appointments and reports hang off a project. You find the list in the sidebar under Company → Projects.
Only someone with the permission ‘Manage projects’ (organisation admin) may create and delete projects. An existing project may be edited by whoever is project lead there or has the permission ‘Manage projects’. More on this: Roles and permissions.
The project list
At the top are metrics across all projects: Projects, Due leads, New leads, Dials, Reach rate and Appointments. Below, you search for a project with Search projects…. If the search finds nothing exact, the note ‘Similar results’ appears above the list.
For each project, the table shows the columns Due, New, Leads, Dials, Appointments and Quota. A click on the project name opens the project page. The pencil next to the name opens Edit project. You only see it if you may edit the project. ‘Load more’ pages on if you have many projects.
At the top right, Calendar links opens the management of the fixed links through which clients book appointments themselves. See Calendar links.
The Default project is created by Leadmode itself. Leads without a project of their own land there, for example unknown callers. It cannot be deleted.
Create a new project
Click New project (top right) or, if the list is empty, Create new project.
Project: Enter the project name and client. Both are required. The managing director and a project colour are optional. The colour appears in the sidebar.
Process: Choose a template for the sales flow: ‘Standard flow’ (your organisation's flow) or one of the templates ‘Full Cycle’, ‘Opening and intro call’, ‘Cold outreach’, ‘Email support’. Your organisation's own templates are also available. Later you adapt the flow per project, by hand or with AI (Flows with AI), see Sales flow and CRM pipelines.
Pay: Choose how the project is billed to the client: None, By the hour, Per appointment, Per lead, Success commission, Lump sum or Mixed. With a model, the step Terms is added, in which you enter the prices. The details are under Compensation.
Quota: Enter the hours per month or leave the field empty if there is no quota. See Team and quota.
Team: Choose at least one person and their role. You are pre-filled as project lead. You add further people with Add person.
Appointments: Decide whether you book in the calendar here in the CRM (‘No, in the CRM calendar’) or in the client's booking calendar (‘Yes, in the client's calendar’). In the second case, you choose the calendar provider and enter the Link to the booking calendar. Optionally, Leadmode sends an appointment confirmation and an appointment reminder to the lead.
With More options, two optional steps are added: Value (default value per opportunity in euros) and Time tracking (which time counts as working time).
Click Create project.
If Leadmode cannot save compensation, quota or time tracking after creating, the project still exists. You get a note and add the information in the project.
Edit a project
Open Edit project, either via the pencil in the project list or on the project page. On the left are the master data, on the right three buttons for the configurations.
| Field or button | Meaning |
|---|---|
| Project name, Client, Managing director (optional) | Master data of the project. |
| Own sales | Admins only. The project serves your own organisation's acquisition instead of a client. Dashboard and Ranking show their own view for it; client projects do not appear there. |
| Dashboard view | Admins only. ‘Automatic (based on project type)’ or a fixed view. |
| Default value per opportunity (optional) | Euro value of every new opportunity as long as you do not enter your own. If the value changes, you can also apply it to open opportunities with ‘Apply to open opportunities without their own value’. |
| External calendar | As when creating: the client's booking link, provider, confirmation, reminder. A separate link can be stored per employee. |
| Project colour | Colour in the sidebar. ‘None’ removes it. |
| Project team | Who works in the project with which role. See Team and quota. |
| Edit compensation | Billing model and terms. Needs the permission ‘Edit project’ in the project. |
| Edit quota | Hours, counting method, scheduling and time tracking. Needs the level ‘Lead’ in the Calendar area in the project. |
| Edit reports | Briefing and finding types for the analysis, see Reports. |
| Lead view | Which details appear on the left of a lead’s card in this project and in which order, see Lead view. Needs the permission ‘Edit project’ in the project. |
With Save you apply the changes.
Lead view
In the project menu under Project → Lead view you set which details appear on the left of the card of every lead in this project. The project lead or an administrator can change this; everyone else can only view the page.
Under ‘Which details should appear on the card?’ you choose:
- Same as the whole organization: default. The project shows the same details as all others. You change this selection with the cog on a lead’s card.
- Own selection for this project: you decide yourself what appears on the card. Other projects stay unchanged.
With your own selection, the chosen details are listed at the top under Shown on the card. You change the order by dragging or with the arrows. Under You can add you add more details, including custom fields. The Card preview shows the result immediately. Removing deletes nothing: all details stay saved on the lead, only the display changes.
Main action and templates
The project settings contain the section Main action and templates.
- Replace the appointment button with your own action: Switch the option on and enter a label (for example ‘Pre-register’, up to 60 characters) and an address. The lead card then shows your button instead of the appointment button. A click opens the address in a new tab; nothing is saved on the lead. Label and address are both required, and the address must be an https address. When it opens, Leadmode fills in the lead's details for these placeholders:
{company},{firstName},{lastName},{email},{phone},{postalCode},{city}. The lead's notes and files are never passed on. - Offer only templates of this project: The email window then shows only the templates that belong to this project, plus the free email without a template.
Delete a project
An organisation admin (permission ‘Manage projects’) finds Delete project at the bottom left in Edit project. The project, its leads, tasks and assignments are deleted permanently. Copies of leads in other projects are kept. The default project cannot be deleted.
The project page
A click on a project opens the project hub. At the top are the project name, the client and these buttons:
- Back to projects (arrow on the left),
- Export exports the project's leads, see Import and export,
- Edit project,
- Work on leads and below it Work list open the work view with the contact list, see Work lists.
‘Export’ and ‘Edit project’ are greyed out for you if you lack the permission ‘Edit project’ in the project.
Tabs
| Tab | Content | Permission in the project |
|---|---|---|
| Overview | Work, Quota, Next leads, Activity of the week, Team, latest reports | all |
| Actions | Periods with a fixed hours target, see Team and quota | all |
| Block reports | Reports on completed calling blocks | all |
| Reports | Create and read reports, see Reports | Reports and review: View |
| Report sender | Logo and sender identity of reports, see Reports | Reports and review: View |
| Daily report | Your daily report across the day's projects | all |
| Learning log | Collection of what the team has learned about the project (project knowledge only, no details about individual people) | all, writing with files: Edit |
| Templates | This project's email templates, see Email templates | all |
| Email sender | Sender identity, logo and sending routes of this project's emails, see Look and signature | all |
| Files | The project's file storage, see Files and storage | all, uploading: Edit |
| Review queue | Review findings from reports; a counter shows open findings | Reports and review: View |
| Client sheet | Verification figures for the client | Reports and review: View |
| Team members | Analysis per person in the project | Edit project |
| Compensation | Earnings per person from the counted services, for organisation admins only | Permission ‘Compensation’ |
| Lead view | Details on the card of a lead in this project, see Lead view | Edit project |
| Report settings | Settings of the reports | Edit project |
Tabs for which you lack the permission are greyed out. With the pencil next to the tabs, you hide tabs you do not need with the eye icon, or show them again. The selection applies to you in all projects. At least one tab stays visible.
The overview
- Work: Due leads (‘Ready to call’), New, In progress and All leads. A click opens the matching work list.
- Quota: Ring with the share of hours used. More under Team and quota.
- Next leads: the six next callable leads. A click opens the lead, ‘Work on leads’ the whole work view.
- Activity · CW: Dials, reach rate, decision makers and appointments of the calendar week, compared with the previous week. With the arrows you change the week.
- Team: number of project leads and team members.
- Reports: the latest four reports, with Create report.