Templates that fill themselves in
Write a message once, drop a variable such as {leadName} into it, and send it to any lead with their own details already in place.
Before you start
- A mailbox is connected, if the template is an email one. Connect your Gmail or Outlook
A phone showing Lead Manager. Manage Templates opens from Settings, a new template is written, the {leadName} variable is tapped into the message, it is saved, and it is then sent to a lead from the row menu through Select Template and the email window.
Email Integration
Select Active Service
GmailNot connected (Sign in below)OutlookNot connected (Sign in below)Connection Status
GmailConnectOutlookConnect
Leads...SummaryCategoriesJordan Mitchell
SUVFinance2026-09-16Priya Sharma
HotSUV2026-09-16Dan Robertson
Truck2026-09-15Mei Chen
Finance2026-09-15Compatible with:Both
Available variables (tap to copy or insert):
Personal Leads:
{leadName}{phone}{Email}Business Leads:
{BusinessName}{primaryContact}{secondaryContact}{primaryPhone}{SecondaryPhone}{BusinessAddress}CancelAddHi Jordan,
Thanks for reaching out about the 2022 RAV4. It’s on the lot and ready for a test drive whenever suits you.
— Sam D., Lakeshore Auto
A template is a message you keep. Put a variable in it and the app writes the lead’s own name, phone or email into the message as it sends.
Steps
Open your templates
In Settings, tap Manage Templates.
Start a new one
Tap the add button at the bottom, set Type to EMAIL, and give it a Title. The title is also the subject line when you send it.
Drop a variable into the message
Write the message in Content, and tap {leadName} where the lead’s name belongs. Compatible with: under the box now reads Personal Leads.
Save it
Tap Add. The template joins the list, ready for any lead.
Take it to a lead
On your leads list, tap the three dots on a lead and choose Send Template. Select Template lists everything you have written.
Check it and send
Tap your template. The email opens with it in place — read it over and tap Send, and the variables go out as that lead’s own name, phone and email.
Good to know
| Lead type | Variables |
|---|---|
| Personal leads | {leadName} · {phone} · {Email} |
| Business leads | {BusinessName} · {primaryContact} · {secondaryContact} · {primaryPhone} · {SecondaryPhone} · {BusinessAddress} |
- A template you have already sent to that lead is greyed out with a tick in Select Template, so you do not send the same one twice.
- The three dots on a template give you Edit, Duplicate and Delete; drag the handle to reorder the list.
- A lead with no email address cannot take an email template, and one with no phone number cannot take a text one.
Related guides
- Connect your Gmail or Outlook
Link the mailbox you already use, so email you send from Lead Manager goes out from your own address and replies come back to you.
- Email up to 10 leads at once
Pick a handful of leads off your list, choose a template, and send it to all of them from your own mailbox in one go.
Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.
Last checked against the app on .