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Notifications and reminders

Choose what reaches you by email and what buzzes your phone, and know which of the two your computer can actually do.

A phone showing the Notifications card in Settings: an Email group and a Push group, each with switches for New Lead, Event Reminders and Lead Reminders. One switch is turned on.

Three things can reach you, and each can arrive by email, as a notification on your phone, both, or neither. It is one card in Settings.

Steps

  1. Open Settings

    From the menu at the top left of your leads list.

  2. Find Notifications

    The card with the bell. Email is the top group, Push is below it.

  3. Choose what reaches you

    New Lead fires when a lead arrives. Event Reminders are your calendar callbacks and walk-ins. Lead Reminders are the one-off nudges you set on a lead.

  4. Turn one on

    Tap a switch and it saves straight away. There is nothing to confirm.

Good to know

  • 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.

  • What works where: phone, computer, browser

    Lead Manager runs on your phone and in a browser on your computer. A few things behave differently on each, and this is the list.

  • Get help

    What to do when a guide does not answer it, and what to tell us so the first reply is a useful one.

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.