Page Comparison

Step 1 - Open a new Lead card.

• Click the + sign.

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

Step 2 - Complete the script.

• Matching Names - Click on a matching name that appears in this dropdown to merge this new Lead card to an existing one.
• Date Needed is auto populated to today's date, update as necessary.
• Complete the rest of the script.

Step 3 - Lead Types

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

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

Step 4 - Select a Unit

• Search - Choose to view all or only available units.
• Unit Size - The metric by which units are categorized.
• Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
• 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.
• Standard Rate - The advertised price for a particular unit.
• Adjusted Rate - Depending on your management settings, you can adjust the standard rate.
• Tax - Any applicable state and local taxes.
• Total - Sum of either the Standard Rate or Adjusted Rate + tax.
• Special - Any available specials designated by your management; for example, $1 move-in special.
• Click box next to unit size Lead is interested in.  That unit will turn blue; additional units selected will be pink and not transmitted to your property management software.

Step 5 - Complete Reservation 

Note: This is only applicable if your management has enabled this feature. Make sure only one unit is selected.

• Click the Lead Type dropdown and choose Reservation.
• Click the Pay icon that now appears to enter Lead's payment information.

Step 6 - Location Details

Note: This may be customized by your management company.

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

Step 7 - Notes

• Enter notes summarizing conversation.
• Click Add.

Step 8 - Save

• Click Save.

Step 9 - Text permission

• Confirm you've obtained text permission.