Put a callback in the calendar
Book the call you promised, the appointment somebody is coming in for, or a reminder to yourself — against the lead it belongs to, so it is there when the day comes.
A phone showing Lead Manager. The app menu opens the Calendar, the add button opens Schedule Event, a callback is set for a lead and saved, and it appears under Today above the Tomorrow, This Week and Past Due sections.
Leads...SummaryCategoriesJordan Mitchell
SUVFinance2026-09-16Priya Sharma
HotSUV2026-09-16Dan Robertson
Truck2026-09-15Mei Chen
Finance2026-09-15Tyler Brooks
Trade-inWalk-in2026-09-14Anything you promised to do at a particular time belongs here, tied to the lead it is about.
Steps
Open the calendar
Tap the menu button at the top left, then Calendar.
Start an event
Tap the blue add button at the bottom. The Schedule Event sheet slides up.
Say what it is and when
Pick Callback, Walk-in or Reminder, then set the date and the time. A new event has to be in the future.
Put it on a lead and save
Tap Assign and choose the lead, add a line under Notes (optional) so you know what it was about, and tap Save.
Read your day
The list runs Today, Tomorrow, This Week, Later, and then Past Due for anything the day got away from. Each heading counts what is under it.
Good to know
- Callback — a call you said you would make.
- Walk-in — somebody coming to the store at a set time.
- Reminder — a nudge for you, with nobody else expecting anything.
| What | On a phone | On a computer |
|---|---|---|
| How a reminder reaches you | Your phone schedules it with the operating system, so it arrives at the time you set even if Lead Manager is closed. | The browser shows it. Lead Manager has to be open in a tab, and you have to have allowed notifications for the site. |
| Picking a date | Tap the date and the time and use your phone’s own pickers. | The same pickers, opened in the window. |
Related guides
- Keep your jobs on the task board
The work around a deal — a safety, a set of plates, a bank you are waiting on — as cards you move across three columns, each one tied to its lead.
- The lead’s page, and writing a note
Open a lead to see everything you know about them in one place, and leave a note so the next person — including you next week — knows where the deal stands.
- Call, text or email a lead
Reach a lead straight from your list — a swipe to call, the row’s menu for anything else, and a saved template when you do not want to retype it.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
Last checked against the app on .