Projects and Meet LeadBind
What a project is, and the steps in the Meet LeadBind project.
A project is one goal with steps under it, like a roof you quoted or a client you are onboarding. This page covers what a project is, and the project every new account starts with, called Meet LeadBind.
What a project is
A lead is not a project. Two thousand leads are a book, not a set of goals. A lead becomes a project when it becomes a deal, because that is the moment there is money and an end.
Inside a project, the stages you would see as columns on a board become headings, and the steps under each heading are what has to happen at that stage. The current stage is the first heading that still has open steps.
Each project shows a ring and a count such as "2 of 4". The ring counts finished steps over total steps and nothing else. It never counts a stage someone set by hand, or a deal value.
Find them in the left side under More in Leads, as All projects, or in All pages in the Menu. Projects with no date sit behind one line, such as "2 later projects". The board is one tap away: Open the board takes you to Pipeline board.
Meet LeadBind
Every new account starts with a project called Meet LeadBind, made of four real steps and one optional one. It teaches the product by having you do the work, and each step ticks only when LeadBind can see it happened on your account. Nothing ticks because you tapped past a screen.
| Step | It is done when |
|---|---|
| Get your number | Your account owns a phone number. |
| Hear it answer | Your front desk has answered a real incoming call. This step needs a number first. |
| Bring in your customers | You have leads, or a lead list, in your account. |
| Put one in Today | A lead has a scheduled callback, which is what Today is made of. |
| Connect your AI assistant (optional) | The AI assistant you already use has reached your account at least once. See Connect your AI. |
Each step opens the page where you do it. If LeadBind could not read a step, the row says so and stays unticked. It never ticks a step it could not check.
Skip a step, or put the project away
A business that only answers its phone may never schedule a callback. You can mark a step as skipped. A skipped step reads Skipped by you, counts toward the ring, and can be undone. It is never reported as done.
When the first four steps are done or skipped, the project leaves your projects. It does not wait for the optional one. You can also put it away yourself, with Put away, and it leaves the left side and All projects too. If you change your mind, Bring back Meet LeadBind in All projects restores it.