Page Comparison - From an Inbound Call🔧 (v.3 vs v.4) - External - CallPotential 2.0 Knowledge Base

Step 1 - Open new Lead card.

Note: Depending on how many locations you are assigned, you may need to choose a location via a popup window.

Step 2

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Step 2 - Location

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Step 3 - Complete the script.

(BD) Matching NamesName, Phone Number, & Email Address - While entering the Lead's name, a dropdown of potential matching names options may appear. Click on a matching name match to merge this new Lead card to an existing one.
(CE) Date Needed - This gets auto populated to today's date, update as necessary.
(DF) - Complete the rest of the script.

Note: The script is customized by your management team and may look slightly different than this example.

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Step 34 - Lead Types

Note: Click here for more detailed information on Lead Types.

(EG) Ad Source - Click the dropdown to manually select since this is a walk-in.
(FH) Marketing - Click the dropdown to choose the options pulled from your management software.
(GI) Type - Click the dropdown to choose the options.
(HJ) Date Needed - Reflects what you completed in your script.
(IK) Exclusions - Allows the Lead to be removed from certain types of communication.

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Step 45 - Select a Unit

(JL) Search - Choose to view All or only Available units.
(KM) Unit Size - The metric by which units are categorized.
(LN) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
(MO) Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass to the right allows you to select a specific unit.
(NP) Standard Rate - The advertised price for a particular unit.
(OQ) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
(PR) Tax - Any applicable state and local taxes.
(QS) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
(RT) Special - Any available specials designated by your management team; for example, $1 move-in special.
(SU) Select Unit - Click box next to unit size Lead is interested. The first unit selected will turn blue; additional units selected will be pink and not transmitted to your property management software.

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Step 56 - Complete Reservation

Note: This is only applicable if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation.

(TV) Lead Type - Click the dropdown and choose Reservation.
(UW) Payment - Click Pay which now appears to enter payment information.

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Step 67 - Location Details

Note: The tabs and their contents may be customized by your management team.

(VX) Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
(WY) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.

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