Skip to content
Lead Manager CA
All guides

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.

A phone showing a lead’s page in Lead Manager: their details, the vehicle assigned to them, then a note being typed and saved, signed with the salesperson’s name and the time. Last, the three-dot menu opens on Assign Vehicle, Edit and Export PDF.

Tap a lead anywhere in the app and you land on their page. Everything about that person is on it, in one column.

Steps

  1. See what the page holds

    Lead Info: at the top — name, phone, email, where they came from and when. Under it, any vehicle you put on them under Assigned Vehicles:.

  2. Add a note

    Scroll to Notes:, tap Add a Note, type what happened, and tap Save Note.

  3. It signs itself

    The note keeps your name and the moment you saved it. Nobody has to remember who wrote what.

  4. The three dots hold the rest

    Tap the three dots at the top right for Assign Vehicle, Edit, Export PDF and Delete Lead. Worksheet, Assign to member and AI Outreach (SMS) work on the Team plan.

Good to know

Related guides

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.

Start 14-day free trialBook a demo