Skip to content
All guides

Add a lead by hand

Type a walk-in or a phone call straight into Lead Manager: pick the lead type, fill in the name, email and phone, and save.

A phone showing Lead Manager. The add button opens a menu, Add Lead Manually is chosen, the lead type is set to Individual, the name, email and phone are filled in, and the saved lead appears at the top of the list.

Someone walks onto the lot, or rings while you are standing there. This is the fastest way to get them on the list before you forget.

Steps

  1. Open the add menu

    On your leads list, tap the blue add button at the bottom of the screen.

  2. Choose Add Lead Manually

    Pick Add Lead Manually from the menu.

  3. Pick the lead type

    Leave it on Individual for a person, or tap Business for a company. Choose carefully: this one cannot be changed later.

  4. Fill in what you have

    Type the First Name, Email and Phone Number. Those three are the ones a person cannot be saved without; everything else can wait.

  5. Save

    Tap Save Lead. The lead is on your list, ready to call, text or email.

Good to know

  • Every way to get a lead in

    Five ways a lead reaches your list in Lead Manager: typed in by hand, pasted from an email, read off a screenshot, imported from a spreadsheet, or sent in by your website or lead provider.

  • Paste a lead from an email

    Copy the email or message a lead came in on, paste it into Lead Manager, and it fills in the name, phone, email and vehicle for you.

  • Lead types, tags and sources

    Set up the labels every lead carries in Lead Manager: whether it is a person or a company, the tags on its row, and where it came from.

Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.

Last checked against the app on .

Try it on your own leads.

Set it up on your phone between customers. Cancel any time.