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.
A phone showing a list of leads. A row is swiped to the right to call, its three-dot menu opens on Call, Text, Email and Send Template, a saved email template is chosen and sent, and the lead’s dot turns blue.
Leads...SummaryCategoriesJordan Mitchell
SUVFinance2026-09-16Priya Sharma
HotSUV2026-09-16Dan Robertson
Truck2026-09-15Mei Chen
Finance2026-09-15Tyler Brooks
Trade-inWalk-in2026-09-14Aisha Khan
SUV2026-09-13Marco Rossi
Trade-in2026-09-12Hannah Lee
2026-09-11Hi Jordan,
Thanks for reaching out about the 2022 RAV4. It’s on the lot and ready for a test drive whenever suits you.
— Sam D., Lakeshore Auto
You do not have to open a lead to reach them. Everything is on the row itself.
Steps
Swipe the row to call
On a phone, drag the lead’s row to the right and let go. Drag it left instead and it opens a text to them.
Or open the row’s menu
Tap the three dots on the row for Call, Call Private, Text, Email and Send Template.
Send a saved template
Choose Send Template. Your text templates and your email templates are listed separately; pick one and Lead Manager fills the lead’s name in for you.
Check it and send
The message opens with the lead already in the To line. Read it, change anything you want, and tap Send.
The dot tells you it landed
Every call, text and email is counted against the lead and shows up in Interaction History. The row’s dot turns blue, because that lead is now the last one you touched.
Good to know
| What | On a phone | On a computer |
|---|---|---|
| Swiping a row | Right calls, left texts. Swipe about a third of the way across. | Use the row’s three dots instead. |
| Call | Hands the number to your phone’s dialer, ready to press. | Opens whatever your computer uses for phone links. If nothing handles them, the number is on the lead’s page to dial by hand. |
| Text | Opens your phone’s messaging app with the number filled in. You send it from there, as yourself. | Opens whatever handles message links on your computer. |
| Written and sent inside Lead Manager. | Written and sent inside Lead Manager. |
Related guides
- What the coloured dot on a lead means
The dot at the front of every lead says how long it has been since you touched that lead — blue for the last one, then green, yellow and red as it ages.
- 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.
- Select several leads at once
Press and hold to start picking leads, then file, export, email or delete the whole lot of them in one go.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
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