LeadLocate for Sales Managers and Desk Managers

The desk's day on the platform: who gets the lead, what was said, how the pencil was built, what the customer signed, and what the GM sees over your shoulder.

Units and gross per unit, front end, and then the ratios the GM asks about on Monday: closing ratio by source, appointment show rate, how many pencils it took to close each deal, and how many leads went to a rep and died without a call. A desk manager adds the quality of the structure, whether the deal was built on the store's numbers or on whatever a rep typed, and whether the customer signed the figure the desk approved.

The job is a hundred small decisions a day, and most of them happen while somebody is standing at the desk waiting. LeadLocate is built so that the information for each decision is on the screen already open. This page walks a sales manager's day through the platform in the order the screens get used, with the real names on screen, then covers what the GM sees above you and how to start. The LeadLocate CRM product page describes the same software module by module if you want that view instead.

The Workspace, which is the CRM's home screen: today's appointments, reminders and to-dos for the whole floor, with snooze and bulk clear. Ten minutes on it before the doors open tells you who is coming in, which rep owns each visit and which follow ups are already late. The In-Store Now flag on the Leads menu tells the floor who is physically on the lot right now, so the desk knows a customer has arrived before the rep walks over to say so.

Then Reports, on the dock, for yesterday: leads in by feed, who was assigned what, calls, texts and emails per rep, appointments set and shown. Team Chat is where the morning note goes, with channels, direct messages, presence and read receipts, so the manager knows who has read it rather than hoping the group text reached everyone.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

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

Round robin assignment puts each new lead on the next rep in rotation, global lead distribution adds rules and distribution lists, and a manager can reassign from the lead record when a rep is off or overloaded. Because Lead Feeds Manager stamps the source on every lead, the rotation can be shaped by source when the store wants the internet leads on the internet team and the walk in log on the floor.

The first response goes out before the rep opens the lead: Automated Templates send the inbound reply per feed, and Follow Up Processes run the multi step drip per lead type until the rep takes over or the customer answers. Lead notifications reach each rep by the emails and numbers they chose, with sound alerts and on screen toasts, and the manager can be on the notify list for every lead or only for the feeds that matter. When a lead sits, the Workspace to-do is overdue in red, and the manager sees it before the customer does.

The two way texting inbox shows every rep's threads with delivery status on every bubble, sent, delivered or failed, plus pictures and multiple attachments. A manager can open a thread mid conversation, see what the customer asked and what the rep replied, and step in with a message of their own. The vehicle button in every composer attaches a unit from inventory with photos and price, so sending a vehicle by text is one tap rather than a screenshot. The AI writing assistant drafts a text or email on request, AI merge fields personalize it, and voice dictation lets a rep on the lot talk instead of type.

Calls through the CRM phone system are recorded, and the transcript opens in a lightbox next to the lead; the call recording page covers it. Click to call dials from any record, and a call can be triggered to a physical desk phone instead of the browser softphone. Every call, text, MMS, email and voicemail lands in one communications log on the lead, which is what the manager reads before deciding whether a stalled deal needs a different rep or a different number.

Start New Deal works from the lead or straight from the Unit field, and the pencil opens in EZ Desking: cash, finance and lease structures in a multi pencil grid with goal seek bays, a 50 state tax matrix, semimonthly frequency, trade credit caps and three lease tax methods. Centralized deal defaults mean every pencil starts on the store's doc fee, rates and terms, so the desk is adjusting a structure rather than rebuilding it. The field set covers auto, RV, powersports, marine, BHPH and fleet. The desking tool page walks through the engine.

The trade comes in through the trade-in form with photos and a trade VIN scan from the phone, and OEM incentives show at deal level inside the Incentives Showroom so the desk is not looking them up on a second screen. When the pencil goes to the customer it goes as a deal page branded to the store, PIN protected, with e-signature and a revision view, and the customer can chat with the salesperson on that page. A PencilRecap sheet gives the customer something to share with the person at home. Each counter is a revision on the same page, so the desk, the rep and the customer are looking at one number with a history behind it.

Every deal carries a Road to Sale checklist, and the desk manager's last look before the handoff is that list. The Deal Jacket holds the documents with upload, rename, rotate, preview and delete, and QR intake lets the rep photograph a document with a phone straight into the jacket; the identity scanner reads a driver license and insurance card into the customer record. The Customer Profile is one shared buyer record, co-buyer included, with personal information encrypted, so F&I is not retyping what sales already collected.

If the customer has not applied yet, the rep texts a SecureWebX apply link from the CRM, and the customer completes the five step application on a phone with e-signature and consent captured. A worksheet penciled in CRM desking can be pushed into SecureWebX, where the worksheet engine runs at parity, so the structure the desk approved is the structure F&I opens. The deal status syncs, the visit log and deal history record who did what, and the print packet with payment ranges and a finance breakdown is there when a paper copy is wanted.

The Reports dashboard for the day: leads in, contacted, appointments set and shown, deals started and deals signed, per rep. The lost reason popup makes a rep say why a lead was marked lost, so the day's losses read as reasons rather than a count. Quality Control Requests show which leads the reps flagged as bad, which the manager approves or rejects for replacement review; the replacement review page explains that leads are delivered without sorting at the source and problems are handled after delivery.

The call logs show who dialed and who did not, and the custom lead statuses, tags and row colors the store set up make the lead inbox readable at a glance, so the last ten minutes of the day is a scan of colors rather than a scroll through records. Tomorrow's Workspace is already built from today's follow ups.

The GM reads the same Reports dashboard across the whole store, listens to the same recordings and opens the same texting threads. User Management gives the sales manager the Manager role and the GM or owner Master Administrator, with per user notification toggles and a Quick Access PIN per user; the user roles page covers the permissions. Centralized deal defaults are set at the store level, so the desk works inside them rather than around them.

The DMS is not replaced: accounting, deal posting and the back office stay in the dealer management system the store already owns, and the CRM sits beside it. The platform is built so your store keeps selling. Each product is its own application under one login, every pencil, every structure in the multi pencil grid, every text thread and every appointment is written to the record the moment it is made and stays safe there, and your main phone line, your DMS and your website stay the store's own. For a sales manager that shows up as a desk that opens on the numbers you approved, a board that still knows who is up and who is committed, a communications log that holds the whole conversation, and a deal jacket that settles a questioned deal the first time it is asked about instead of the third.

Every plan is month to month with no long term contract. CRM Only starts at $199 per month for a store that already has its own lead sources, and plans that include exclusive local leads start higher; all of them include the full CRM and the desking engine. Current plans and figures are on the pricing page. An inventory feed and DMS access are not required.

Setup for the desk is short: centralized deal defaults set to the store's numbers, round robin and distribution rules, Automated Templates and Follow Up Processes reviewed against how the floor actually follows up, and a booking link per rep in Calendar Settings. Our team does it with you. The recorded demo shows the desk before you commit, and the contact page reaches a person. Other roles at the store have their own pages on the solutions hub.

What does a sales manager at a car dealership do on LeadLocate all day?

Reads the Workspace and Reports in the morning, watches the rotation and the texting inbox through the day, desks each deal in EZ Desking from the store's defaults, sends the pencil as a branded deal page the customer signs, checks the Road to Sale list before F&I, and pulls the day's report before going home.

Can a manager see a rep's text thread while it is happening?

Yes. The two way texting inbox shows every rep's threads with delivery status on each bubble, and a manager can open a thread and reply from it. Calls are recorded with a transcript next to the lead.

Does the desk have to rebuild every pencil from scratch?

No. Centralized deal defaults set the store's doc fee, rates and terms once, and every EZ Desking pencil starts from them. The multi pencil grid and goal seek bays handle the counters.

What does the customer see when a pencil goes out?

A deal page branded to the store, PIN protected, with e-signature, a revision view of every counter, and a chat thread with the salesperson. A PencilRecap sheet gives them a recap to share at home.

How does a deal get to F&I?

The Road to Sale checklist, the Deal Jacket with QR document intake, the identity scanner and the shared Customer Profile carry the deal over. A SecureWebX apply link texted from the CRM takes the credit application, and a CRM worksheet pushes into SecureWebX at parity.

Do I need a DMS connection or an inventory feed?

No. Neither is required. With a feed, Inventory Link takes it, or imports inventory from your own website, and the vehicle button in every composer attaches your actual units.

Watch the recorded demo or book a walkthrough on your own leads. Month to month, no long term contract, and the DMS stays where it is.

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