Call scripts
Scripts as the common thread in a conversation: library, assignment per project and stage, your own adaptation and the script reader during a call.
A Script is the common thread of a conversation: sections for opening, questions, pitch, objections and closing. It lives in Leadmode itself, so that library, project and employees work from the same version. You find the page in the menu under Scripts.
Who sees what
- Admins maintain the Library (the originals), assign scripts to projects and, in the Team tab, see employees' own scripts (read-only).
- Everyone else sees My scripts and the scripts of their projects.
Each script has sections with a title, search keywords (for search, especially for objections) and text. Placeholders such as {{firma}} and {{ansprechpartner}} are filled in by Leadmode from the lead. A script can be imported from Word, PDF, text, Markdown, HTML and OpenDocument (up to 5 MB; PDF only with selectable text, no scans).
Assign to a project
In the Use in projects tab of an original, or in the work list via Scripts, you choose the script per Stage. The Default applies to all stages without their own assignment. The project gets a linked copy. If the original changes, it says New version available there, and Update adopts the new version section by section: what you have not changed follows the new version, your own changes and your own sections stay.
Customise for me
Each person adapts a project script in their own words via Customise for me, or creates a script of their own. The project script itself stays unchanged. Every saved version appears in the History, and you can restore an older version.
Read during a conversation
During a call, the Script button at the top shows the script for the current stage. The panel opens below the header, stays open when you switch between leads and when logging, and has a search for objections.
The script reader can be adapted to you. Everything applies only to you and is remembered in your browser:
- Size: With plus and minus you switch between three levels: small, medium (default, opens at the last chosen level) and full screen. Full screen fills only the work area.
- Display: The cog on the left opens Font size (80 to 200 percent), Line spacing, Paragraph spacing and the Paper view (light background, dark text).
- Section bar: At the divider between section bar and text, you drag the width (96 to 420 pixels). A click outside collapses the script again.