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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.

A phone showing Lead Manager. The add button opens a menu, Paste Lead Information is chosen, an email is pasted and parsed, the Add Lead form fills itself in, texting consent is recorded, and the new lead appears at the top of the list.

Most leads reach you as an email from your website or a listing site. You do not have to retype any of it.

Steps

  1. Open the add menu

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

  2. Choose Paste Lead Information

    Pick Paste Lead Information from the menu.

  3. Paste the email

    Copy the whole email or message, then paste it into the box. You do not need to tidy it up first.

  4. Let it read the details

    Tap Parse & Continue. The Add Lead form opens with the name, phone, email and vehicle already filled in. Check them, and fix anything it got wrong.

  5. Record texting consent, if you have it

    If the lead agreed to be texted, tick Lead gave consent to receive SMS and type what they agreed to under Consent text witnessed. Skip this if they did not.

  6. Save

    Tap Save Lead. It goes to the top of your list, ready to call, text or email.

Good to know

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.