Share a lead, or hand it over
Pick several leads at once and either send a teammate a copy or hand them over for good, one each in turn across the people you choose.
On the Team plan.
Before you start
- Your team is on the plan and has people in it. Add your team: roles, invites and seats
A phone showing a leads list. Holding a lead starts selection mode, two more are ticked, the orange checklist button opens the actions, Auto-assign (round-robin) opens a picker, three members are ticked, and the three leads are dealt out and leave the list.
Leads...SummaryCategoriesJordan Mitchell
SUVFinance2026-09-16Priya Sharma
HotSUV2026-09-16Dan Robertson
Truck2026-09-15Mei Chen
Finance2026-09-15Tyler Brooks
Trade-inWalk-in2026-09-14Aisha Khan
SUV2026-09-13Marco Rossi
Trade-in2026-09-12Hannah Lee
2026-09-11Six leads came in overnight and you are off tomorrow. You can send someone a copy to look at, or hand the leads over for good.
Steps
Start selecting
Press and hold a lead. The list switches to selection mode, and you tap the circle on any others you want.
Open the actions
Tap the orange checklist button at the bottom of the screen.
Choose Auto-assign (round-robin)
Pick Auto-assign (round-robin) to split them across people. Assign to member gives them all to one person instead.
Pick who gets them
Tick the people who should take them. Select all ticks everyone. You are not in the list — you are the one handing them out.
Confirm
Tap the assign button. The leads are dealt out one each in turn, and they leave your list.
Good to know
- Share with... gives a teammate their own copy to work from. The lead stays yours, and the notes they add on their copy come back to you.
- Assign to member and Auto-assign (round-robin) hand the lead over. It disappears from your list and turns up in theirs, marked with who assigned it.
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.
- See who is following up
The Activity screen counts every call, text, email and new lead per person per day, ranks your team by it, and shows you who has gone quiet.
- 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.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
Last checked against the app on .