In LeadManager Lite, note-taking and task-setting features are not available — these are part of our LeadManager Core platform.
What you can do in Lite:
While Lite doesn’t include built-in notes or task management tools, there are still some features to help you stay on top of your leads:
📌 Add projects to your Tracker
When you add a project to your Tracker:
You’ll receive email alerts whenever our research team updates it
This helps you take timely action when new tender info, awarded contracts, or construction starts are added
⏰ Follow-up prompts for quoted projects
If you’ve marked a project as quoted, and no updates or actions have been logged for over 14 days, it will be highlighted to remind you to follow up.
These light reminders are built to keep your pipeline moving — even without a dedicated task tool.