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Email up to 10 leads at once

Pick a handful of leads off your list, choose a template, and send it to all of them from your own mailbox in one go.

On the Team plan. Unlocks when your paid plan starts.

Before you start

A phone showing Lead Manager. A lead is held down to start selecting, two more are ticked, the orange checklist button opens the actions, Send Email Template to selected leads is chosen, a template fills the editor, and the send is confirmed and sent.

Some mornings the same message suits several leads at once. Pick them off the list, choose the template, and send it once.

Steps

  1. Start selecting

    Press and hold a lead. The list switches to selection and that lead is ticked.

  2. Tick the others

    Tap the circle on each lead you want. Ten is as many as one send will take.

  3. Open the actions

    Tap the orange checklist button at the bottom of the list.

  4. Choose the email action

    Pick Send Email Template to selected leads.

  5. Pick a template and read it

    Choose one under Choose template, or leave it on -- Custom / New -- and write your own. Check the Subject and the message, then tap Send All.

  6. Confirm the send

    Confirm Bulk Email Send names the mailbox it is going through and the subject. Tap Send All again and the app works down the list one message at a time.

Good to know

  • Every message leaves from your own connected mailbox, one at a time. With nothing connected, the app sends you to Settings first.
  • The signature you saved under Email Signature Settings is added to these emails.
  • Bulk email draws on a monthly allowance that comes with the Team plan. Open Usage & Limits from the app’s menu to see what you have used.
  • The action is hidden while a lead someone else shared with you is in the selection. Clear that one and it comes back.
  • Templates that fill themselves in

    Write a message once, drop a variable such as {leadName} into it, and send it to any lead with their own details already in place.

  • Connect your Gmail or Outlook

    Link the mailbox you already use, so email you send from Lead Manager goes out from your own address and replies come back to you.

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.