First steps
From signing up to your first own organisation in Leadmode.
An organisation is your workspace in Leadmode: it has its own employees, projects, leads and settings. You create it when you sign up. If you are invited, you join an existing organisation.
Sign up and create an organisation
You can find the sign-up on the sign-in page under ‘Sign up’.
Enter your First name, Last name, Email and, in the Organisation field, the name of your new organisation. If sign-in with Google is offered, you can use its button instead. You then enter your first name, last name and organisation, and confirm your email with a six-digit code in the same way.
Click Send code. Leadmode sends a six-digit code to your email address.
Enter the Verification code and set a Password. It needs at least 12 characters.
Tick the box for the terms of use. By doing so you also confirm that your organisation has the necessary rights to its leads and recordings.
Click Verify email. You are then signed in and in your new organisation.
If the code did not arrive, wait a moment and click ‘Resend code’. The button shows a countdown while a new code is not yet possible. ‘Go to sign-in’ takes you back.
Whoever registers an organisation is its Admin. For more on roles, see Roles and terms.
Being invited to an organisation
Invitees receive an email with a link. The link shows the name of the organisation and the invited address.
- New account: Enter your first name, last name and a password (at least 12 characters) and click ‘Create account’. Then sign in.
- You already have an account with this address: Sign in and click ‘Accept invitation’. If you are signed in with a different account, switch with ‘Switch account’ or ‘Use a different account’.
If the link has expired or been withdrawn, ask the admin to invite you again. Inviting is described in Invite employees.
Set up a passkey
As long as you have no passkey, the bottom of the sidebar shows the Set up passkey button. With it you sign in without a password in future. The step is optional.
Several organisations
If you belong to several organisations, use the arrow next to your name at the bottom of the sidebar to switch (‘Switch organisation’). See Interface.
What happens next
On first launch, as an admin, you see a welcome dialog (‘Where are you coming from?’). After that, the Setup checklist guides you through the first steps.
Coming from another system?
If you currently work with Close, HubSpot, Pipedrive, Salesforce, Excel or a system you built yourself, you can take your data with you, including history, tasks and opportunities. The process is described under Switch from another system. To do it with your AI, see Switching with your AI. If you only want to load leads from a list, use the file import.