Interface
How Leadmode is organised: sidebar with areas, settings with groups, chat and footer.
On the left is the Sidebar. You use it to switch between areas. Everything else you set up lives in the Settings (cog at the bottom of the sidebar).
Sidebar
It is divided into three sections. You can hide what you do not need (see Menu and design).
| Section | Menu items |
|---|---|
| Overview | Dashboard, Inbox, Calendar, Workforce planning, Ranking, Recordings |
| Company | CRM pipelines (expandable, with your projects), Import / Export, Projects, Leads, Team, Accounting |
| Marketing | Landing pages, Funnels, Domains, Advertising, Social media |
Below that, Academy stands on its own, with learning videos and guides for Leadmode.
- CRM pipelines expands your projects. Clicking a project opens its workspace. You can change the order of the projects by drag and drop.
- Small counters on Inbox and Team show what is open.
- Menu items for which you lack a permission stay visible but are greyed out. Hovering over them shows what is missing. This applies, for example, to Accounting without the ‘Finance’ permission. An admin assigns permissions (Roles and permissions).
- The sidebar can be collapsed (‘Collapse sidebar’), leaving only the icons. You change its width by dragging the edge; a double-click resets it.
Sidebar footer
At the bottom of the sidebar, from top to bottom:
- Your name and the name of the organisation. If you belong to several organisations, you switch with the arrow next to it (‘Switch organisation’). Demo organisations are marked in purple.
- Setup, as long as required steps are open (Checklist).
- Set up passkey, as long as you do not have one.
- Settings (cog), the switch for Light, Mixed and Dark, Sign out and the button to collapse or expand the sidebar.
Settings
The settings have a list of nine groups on the left. The groups are collapsed and open when you click the group name; the group of the area you have open stays expanded. Locked items are greyed out and explain on hover which permission is missing. If you are not an admin, you see a note at the top: ‘Your profile: …’.
| Group | Items |
|---|---|
| Account | Account, Notifications, Earnings, Earn money, Free credits |
| Organization | Overview, Organization settings, Team, Roles and permissions, Compliance, System and database, Demo |
| Plan and costs | Plans and seats, Credits and usage, Payments and invoices |
| Finance | Billing data, Bookkeeping, Accounts and mapping, Periods and closing, Document design |
| Sales | Sales flow, Defaults, Calendar, Custom fields, Lead sources, Reports |
| My email account, Email templates, Appearance and signature, Manage emails | |
| Phone and SMS | Telephony, Advanced, SMS, Power Dialer, Recording and transcript |
| Integrations | More integrations, AI interface (MCP) |
| Appearance | Menu, Design |
An admin lands first on ‘Team’, everyone else on ‘Account’. A yellow number next to an item shows an open setup step.
Bottom bar
At the bottom right is the bar with your tools. Chat is always visible: the “Open chats” button opens the chat with your team. Where there is support, you switch between “Team chat” and “Support” at the bottom of the chat (Support chat).
The small arrow next to it expands the other buttons to the left and collapses them again: Phone, Assistant, Mailbox and Audio. Leadmode remembers your choice. A dot on the arrow shows that something is waiting for you while the bar is collapsed, such as an active call or unread emails. Customize bar changes the order of the buttons, Done ends it.
Page guides
Almost every page explains itself step by step: the rest of the page is dimmed, the relevant spot stays clear, and you go through the guide with Next, Back and Skip. New team members see it automatically the first time they open a page, once per page and on all devices.
You can start the guide at any time via Explain page in the page's help window or via the signpost icon next to the page title. Under Settings → Appearance → Display you reset all guides.