How to Send Managers a Copy of Every Lead

Type your managers' email addresses once, apply them to every feed or choose them feed by feed, and each new lead reaches the manager by email and in the CRM beside the salesperson who owns it.

1. Open your lead sources

   From the Billing and Admin menu, open Account Settings. In the Lead Sources section, click Lead Sources. Manager copies, your own lead sources and the feeds LeadLocate delivers for you are all on this page.

2. Set the store wide default

   Open the Default Manager Copies drawer. In Manager Email Addresses, type each manager's email, separated by commas, in the same shape as the hint e.g. manager@dealer.com, gm@dealer.com. Click Save Default. The default covers leads that arrive without a feed, such as a lead a salesperson adds by hand.

3. Put the same managers on every feed

   If the same people should see every lead, click Apply to All. It saves the default and places those recipients on every feed on the page in one step. Skip this step if different feeds should copy different managers.

4. Choose managers for one LeadLocate feed

   Open the Your LeadLocate Feeds drawer. Each feed shows who it copies today. Click Manager Copies beside the feed you want, enter the managers' email addresses and click Save Manager Copies.

5. Add managers to a source you created

   For a lead source your store added, such as a website form or a third party provider, open the source, tick Manager copies, enter the recipients in the fields that appear and click Save Feed. New sources start with the box ticked, so all you add is the list.

6. Check the next lead

   When the next lead arrives on a feed you changed, the managers receive their copy by email and can open the lead in Leads, beside the salesperson who owns it. A test submission on a website form source is the quickest way to see it.

You need a LeadLocate CRM login that can open Account Settings, and the email address of every manager who should receive copies. Decide who should see what before you type anything. Some stores copy the general manager on every lead; most copy the sales manager on the feeds the sales floor works, the used car manager on trade-in and acquisition feeds, and the BDC manager on website forms. Copies are set per feed, so each of those is a few seconds of work.

Copies go to managers without changing who owns the lead. The assigned salesperson still works it, and the customer still hears from one person. What the feature does and how stores use it day to day is on Manager Lead Copies, and how feeds and sources fit together is on the Lead Feeds Manager page.

After Save Default, the Default Manager Copies drawer shows the recipients you entered. After Apply to All or Save Manager Copies, each feed row in Your LeadLocate Feeds lists its managers next to the feed name, so you can read the whole setup on one screen without opening anything.

From the next lead on, every manager on that feed receives a copy by email and sees the lead in the CRM, on desktop and on the LeadLocate phone app. LeadLocate's default feeds carry manager copies, so a store that applies its recipients to every feed on day one has its managers on every lead LeadLocate delivers from the very first one.

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Separate addresses with commas. Several managers can sit on the same feed; a comma between each address is all it takes.

Remember that a feed's own list comes first. A feed with its own recipients uses those, and the default covers leads that arrive without a feed. Use Apply to All when you want everything to match again.

Update the list when a manager changes. When someone joins or leaves, change the recipients here and every feed is current the same minute. Nothing lives in a personal mailbox rule that walks out the door with them.

Ask for any feed you want added. If a feed should copy managers and its row shows no Manager Copies button, our support team switches it on for that feed on request.

Connect the form as its own lead source, then tick Manager copies on that source. Every submission then reaches the assigned salesperson and the managers at the same moment. The full setup, from the form intake link to the first test lead, is in how to connect a website form to the CRM, and the feature behind it is send every website form straight to your CRM. Forms built in Lead Pages arrive the same way.

A lead copy gives the manager the same view of a new customer that the salesperson has, at the same moment. The sales manager reads the copy as it arrives, opens the lead in Leads and sees who owns it, so a fresh internet lead gets a fast first reply even when the floor is busy with walk ins. On a full Saturday, that is the difference between a reply in minutes and a reply after lunch.

Most managers build three habits around their copies:

• Watch the first response. Open the lead a few minutes after the copy lands and read its timeline. Every call, text, email and voicemail with that customer sits on one timeline on the lead record, so the manager sees whether the salesperson has reached out without asking anyone.
• Step in where it counts. A copy that mentions a trade or a payment question tells the manager where to spend time at the desk, and the lead already carries the customer's vehicles of interest and trade lines.
• Coach from real leads. Copies give the weekly sales meeting real material: how fast each lead was answered, what the first text said and which follow up turned into an appointment.

Pair lead copies with Call Alerts, where a manager picks the words that matter on transcribed calls, such as "trade in" or "payment", and chooses All Calls or Alert Calls Only. Between the two, the manager sees every new lead and every call that needs attention while the salespeople keep working their own customers.

To give managers the Manager role so they can act on what they receive, follow how to add users and roles. To decide how each salesperson hears about a new lead, see how to set notification preferences, and to change who owns new leads, see how to set up round robin. Every other guide is in the LeadLocate Help Center.

How do I make sure the sales manager gets a copy of every lead?

Enter the manager's email in Default Manager Copies, click Save Default, then click Apply to All. The manager is then on every feed and on leads that arrive without a feed.

Can different feeds copy different managers?

Yes. Click Manager Copies beside any feed in Your LeadLocate Feeds, or open a source you created, and set its own recipients. A feed with its own list uses that list.

Does copying a manager change who owns the lead?

No. The assigned salesperson keeps the lead and works it. The manager receives a copy by email and sees the lead in the CRM beside that salesperson.

How many managers can receive copies?

As many as the store needs. Separate each email address with a comma in the recipient field.

Manager Lead Copies are part of LeadLocate CRM on every account, month to month. Set the recipients once and every new lead reaches your managers the moment it reaches the floor.

Prefer to talk right now? Call or text 844-376-2274.