Setup checklist
The ‘Setup’ checklist guides admins and employees through the first steps.
The checklist sits at the bottom left of the sidebar, above your profile, as an entry called Setup with a number for the required steps that are still open. Once all required steps are done, the entry disappears.
Welcome dialog on first launch
On your very first launch, as an admin, you see the dialog Where are you coming from?. Choose your previous system and Leadmode shows you how to bring over your leads; ‘Go to import’ takes you there. Close the dialog with I am starting fresh or Later. The checklist stays available. If you want to bring over not only leads but also history, tasks and opportunities, read Switch from another system.
Starting with your website
At the start, Leadmode asks whether you have a website. With Yes and your address, Leadmode reads the legal notice, the contact page and the footer and pre-fills your organization data: company, address, phone, email, managing directors, register, VAT ID and, where it can be found, offer, target group and form of address (informal or formal). Under Is this correct? you check and correct everything; only Save and continue saves, and it saves encrypted. The setup then guides you through design, mailbox, calendar, files, telephony, leads, the mode and connecting your AI via MCP. With No or Skip you set everything up by hand, and with Skip setup you continue later from the checklist.
Choosing the mode
Before the MCP step, Leadmode asks: How much sales experience do you have? You choose Beginner (few steps, ready to go quickly), Advanced (with qualification, offer meeting and customer care) or Expert (all stages, wait times and special cases) and click Continue. The mode sets the order in the menu and, as long as the organisation has no leads yet, the starting flow. If you skip the step, everything stays as with Expert. You can change the mode at any time under Settings → Appearance → Design, see Menu and design.
Three ways to set up
As an admin, you first choose your way in the dialog. Leadmode remembers your choice, and ‘Back to overview’ takes you back to the selection at any time.
- With ChatGPT, Claude and others: Instructions for connecting via MCP and the Copy task for AI button. The text gives the address, the documentation and the open steps. The AI can take over the team, project, import, first lead, footer and billing data; it uses what it already knows about you and only asks for what is missing. You enter the mailbox (password) and telephony yourself in Leadmode, and we explicitly recommend doing telephony there. Details: Set up MCP.
- Set up manually: the checklist below.
- With Leadmode AI: opens the assistant in the chat.
- Try demo: The button is at the bottom right next to ‘Later’ and opens the demo organisation.
The main buttons (for example Get started) are at the bottom of the dialog and stay visible when you scroll.
The steps for admins
Clicking a step opens the matching page. Leadmode ticks the box itself as soon as the step is done. The dialog estimates the total effort as ‘Estimated 15–25 min.’.
| Step | Where it takes you | Required |
|---|---|---|
| Fill in organization details | Settings → Organization | optional, usually already done by the welcome dialog |
| Set logo and design | Settings → Appearance → Design | optional |
| Connect your own mailbox | Settings → Email → My email account | yes |
| Set the email footer | Settings → Email → Appearance and signature | yes |
| Set up your calendar | Calendar → External calendar | optional |
| Connect telephony | Settings → Phone and SMS → Telephony | optional |
| Connect your AI via MCP | checks whether your AI is already connected | optional |
| Set up SMS | Settings → Phone and SMS → SMS | optional |
| Create your first project | Projects | yes |
| Import leads | Import / Export | yes, can be skipped |
| Edit your first lead | a lead in your project | yes |
| Fill in billing details | Settings → Organization → Billing data | optional, only if the finance module is active |
| Set up your team | Settings → Organization → Team | yes, can be skipped |
For Billing data and Email footer, the Fill in automatically from profile button takes the details from your organization data and marks what is still missing. If your AI is already connected, the MCP step shows it and suggests simply chatting with it.
- Set up your team counts as done as soon as you have invited someone; while the invitation has not been accepted, ‘Invitation pending’ is shown next to it.
- If you work alone or do not want to import files, click Skip at ‘Set up your team’ or ‘Import leads’. The step then counts as done, shows ‘Skipped’, and Undo reverses it.
- Open steps also appear as a yellow number on the relevant item in the settings.
More help in the dialog
- Set up with AI: The AI assistant guides you step by step through everything that is still open.
- Try demo: you try out Leadmode in a demo organisation with sample data, without setting anything up.
- Import data from another system: reopens the welcome dialog for choosing your previous system.
- Set up passkey: appears as long as you do not have one.
- Later closes the dialog. Get started jumps to the next open step.
The steps for employees
Employees see only two steps, taking about 2 to 4 minutes:
- Go to the first lead: Done as soon as you have edited a lead. If you do not have one yet, an admin assigns you a project with leads.
- Set up passkey: optional.