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Join your dealership’s team

Someone at the store sent you an invite link. Opening it puts you on the store’s plan, on their shared leads and inventory.

On the Team plan.

Before you start

  • Someone at the store has sent you an invite link. If you have not got one, ask whoever runs your Lead Manager account.

A phone showing the Accept Invite screen: the store’s name, the email the invite was sent to, its status and when it expires, and a button to accept. After accepting, the store’s leads list opens.

A store on the Team plan has a set number of seats, and an invite link hands you one. Once you accept, you are working the store’s leads and its inventory rather than your own private list.

Steps

  1. Open the link they sent you

    It opens the Accept Invite screen and shows which store invited you.

  2. Check it is for you

    Email is the address the invite was sent to. Status should read Active — if it says Used or Expired, ask for a fresh link. Expires is your deadline.

  3. Sign in, or create your account

    Signed out, the screen offers Log In to Accept Invite and Create Account to Accept Invite. Use the same email address the invite was sent to.

  4. Accept

    Tap Accept Invite. The store’s leads open, and you are on their plan from that moment.

Good to know

  • Add your team: roles, invites and seats

    Send someone an invite link, watch them take a seat, and know what each role can do and what happens when the seats run out.

  • Find your way around

    Where everything lives: the menu, your three lists of leads, the toolbar at the top and the add button at the bottom.

  • Start your free trial

    Create your account, verify your email and pick a plan. You get fourteen days with your own leads, and a card is needed to begin.

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.