Set up your organization
Put your store’s name, address and logo into Lead Manager, set the defaults every deal worksheet starts from, and find the lists your whole team shares.
On the Team plan.
Before you start
- You are on the Team plan. Your organization is created for you once your first payment goes through.
A phone showing Lead Manager. The menu opens, Organizations is chosen, the store’s details are typed into the Edit Organization sheet, a logo is uploaded and saved, the worksheet defaults are set, and the demo ends on the buttons for Inventory, Garage Register and Numbers.
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Worksheet Settings
Open Worksheet SettingsWarning Thresholds
LTV Warning Threshold (%)
140
Warning shown when LTV exceeds this percentage
Payment-to-Income Ratio Threshold (%)
20
Warning shown when payment exceeds this % of monthly income
Default Values
Default Tax Rate (%)
13.0
Default tax rate used in new worksheets
Edit Organization
Organization Name *
Street Address
City
Province / Territory
Postal Code
Dealer Logo
Your organization is your store inside Lead Manager. Everything your team shares — the people, the vehicles, the worksheet defaults — hangs off it, so it is worth ten minutes on the first day.
Steps
Open Organizations
Open the menu and tap Organizations.
Fill in the name and address
Tap the pencil beside the store’s name. In Edit Organization, fill in Organization Name, Street Address, City, Province / Territory and Postal Code.
Add your logo
Scroll to Dealer Logo, tap Upload logo and choose the file. Tap Save Changes.
Set the worksheet defaults
Back on the store’s page, tap Open Worksheet Settings. Set Default Tax Rate (%), LTV Warning Threshold (%) and Payment-to-Income Ratio Threshold (%), then tap Save Settings.
Find what the team shares
The buttons under the store’s name open Inventory, Garage Register and Numbers. They are the only way into those lists, so this page is where the team starts.
Good to know
Related guides
- 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.
- Put your lot into Inventory
Add a vehicle with the quick entry, put photos on it, and mark it sold — one shared list of units your whole team can see.
- Work the deal out on the worksheet
Put the price, the fees and the loan terms in, and the worksheet gives you the payment, the amount financed and the loan-to-value while you type.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
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