---
title: "How to manage leads"
url: "https://help.simasuite.com/en/article/new-article-aa0cf5e4-ea3c-4e50-9d95-1172e97822e7-copy-copy-3"
language: "en"
last_updated: "2026-05-18T15:35:48.644Z"
---

# How to manage leads

## How to manage leads

**Managing a lead** involves several steps, and with LeadTray, dealers can manage their leads efficiently and effectively. The lead management process in LeadTray involves the following steps:

## 1\. Lead capture

The first step in lead management is to capture customer information from various sources, such as the vehicle, app, web forms, phone calls, etc. LeadTray allows dealers to capture leads from various sources and manage them centrally.

## 2\. Lead distribution

Once a lead is qualified, the next step is to assign it to the right member of the sales team. LeadTray allows agents to take control of lead follow-up in a self-managed manner.

## 3\. Lead tracking

Once a lead is distributed to a member of the sales team, the next step is to follow up with the lead. LeadTray allows dealers to track the progress of each lead and monitor the follow-up activities of the sales team. Dealers can set up automatic reminders and notifications to ensure that leads are followed up in a timely manner.

## 4\. Lead conversion

The last step in managing a lead is making a workshop appointment. LeadTray provides detailed reporting and analysis functions that enable dealers to track their lead conversion rates and identify areas for improvement.

## Summary

In short, lead management involves capturing lead information, qualifying the lead, distributing the lead to the appropriate sales team member, following up on the lead, nurturing the lead and converting the lead into a customer. With LeadTray, dealers can manage their leads efficiently and effectively throughout the entire lead management process.