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Import a lead from a screenshot

Someone sends you a picture of a lead instead of the lead. Lead Manager reads the name, email and phone off the image so you do not have to retype them.

On the Pro and Team plans. Unlocks when your paid plan starts.

Before you start

  • You are on a paid plan and your trial has ended. This is the one import path the trial keeps locked.

A phone showing Lead Manager. The add button opens a menu, Import from Screenshot is chosen, the lead type is set to Personal Lead, a screenshot is picked from the gallery, the app reads it, and the details it found open in the Add Lead form.

A manager forwards you a photo of an enquiry. A customer sends a screenshot of a listing with their number on it. Rather than typing it out, hand the picture to the app.

Steps

  1. Open the add menu

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

  2. Choose Import from Screenshot

    Pick Import from Screenshot from the menu.

  3. Say what kind of lead it is

    Tap Personal Lead or Business Lead. Nothing else appears until you do, because the answer decides which fields you are asked to check.

  4. Pick the picture

    Tap Choose from gallery for a screenshot you were sent, or Take photo for something on paper in front of you.

  5. Let it read

    The reading starts by itself as soon as you pick the image. Give it a moment.

  6. Check what it found, then carry on

    Under Review imported details, read every field and fix anything it got wrong. Tap Continue to Add Lead and the Add Lead form opens with those details in it, where you save the lead as usual.

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.

  • 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.

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.