Switching from another system
Your terms, our terms
Glossary for the switch: what Deal, Stage, Owner, Activity or Do not contact is called in Leadmode when coming from other systems.
Other systems call the same things by different names. The table shows where your terms belong in Leadmode. Your AI uses the same terms when it makes you the suggestion for the mapping. The words in the left column are typical names; with your system they may differ.
The most important terms
| Your term | Leadmode | Note |
|---|---|---|
| Company, account, organisation, lead (in Close) | Company | A contact in Leadmode is a company or a person without a company. |
| Contact, person, primary contact | Contact person | Belongs to a company, with its own channels. |
| Lead (in Salesforce) | Company or Contact person | A Salesforce lead is a person or company that is not yet qualified. Your AI suggests what fits. |
| Deal, opportunity | Opportunity | A concrete sales opportunity with stage and outcome. A company can have several. |
| Pipeline | Stages of a project | The sales flow of a project. Each project has its own. |
| Stage, deal stage | Stage | Where the opportunity stands in the sale, for example New, Intro call, Won, Lost. |
| Lead status, status, substatus | Substage or Outcome | If it describes where the lead stands now, it is a substage ("Callback agreed"). If it describes what was recorded after a conversation, it is an outcome. |
| Call disposition, call outcome, result | Outcome | What you record after a call. In the sales flow it is also called documentation. |
| Won, lost | Won, Lost | With a reason, if your system knows one. |
| Amount, deal value | Expected value, Quote value, Order value | Three different values. Your AI suggests into which one your amount belongs. |
| Owner, assignee, account manager | Owner | A person of your organisation. Former people without an account are possible; then the ownership stays empty. |
| User, rep, salesperson | Employee | A person of your organisation. Former employees you keep as a former person. |
| Activity, call log, logged call | History | Calls and outcomes are in the history of the lead, with original time. |
| Email (logged) | Entry in the history, as text | Nothing is sent. The mailbox does not come along. |
| Note | Note | With original time and author. |
| Task, to-do | Task | An obligation with owner and due date in the inbox. |
| Follow-up, reminder, callback | Follow-up or Task | A follow-up is an entry in the work list showing when a contact is workable again. An agreed callback time with a person is a callback. |
| Meeting, event, appointment | Appointment | Also past ones. Outcome: held, no-show, cancelled. |
| Do not contact, unsubscribed, DNC, opt-out | Block | Applies to a channel or to everything and takes effect immediately. Blocks from the old system come along as blocks. |
| Custom field | Custom field | For the organisation or a project. For field types see Custom fields. |
| Source, lead source | Origin (cold, warm, website) and Lead source | The origin says how the contact started: cold (actively called), warm (got in touch) or website (form or ad). |
| Campaign, sequence | Campaign (field) | Email sequences and their automation do not come along. |
| Attempts, call count | Attempt | Leadmode derives the counters from the history. Your status supplements what the history does not provide. |
| Next step date, next contact | Next due date | Part of the status of the contact series. |
Terms from Leadmode
Your old system may not know these terms, but you will meet them after the switch.
| Term | Meaning |
|---|---|
| Project | An order or a campaign with its own sales flow, outcome catalogue, team and leads. Each switch order belongs to a project. |
| Substage | What is currently pending within a stage. In the mapping it corresponds to the "detail status". |
| Outcome catalogue | The list of outcomes that employees can choose and what they trigger. |
| Contact series | The intervals between attempts after a failed attempt, with a contact budget. |
| Old stock | Everything that came in through the switch. Does not count in key figures, reports and compensation, unless an admin switches it on. |
| Reconciliation report | Comparison of the source with Leadmode: expected, arrived, skipped, rejected, for review. |
Further terms are under Roles and terms.