Page Comparison

Step 1 - Open a new Lead card.

• (A) - 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.

• (B) Matching Names - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a matching name that appears in this dropdown to merge this new Lead card to an existing one.
• (C) Date Needed is - This gets auto populated to today's date, update as necessary.
• (D) - Complete the rest of the script.

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

Step 3 - Lead Types

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

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

Step 4 - Select a Unit

• (J) Search - Choose to view all All or only available Available units.
• (K) Unit Size - The metric by which units are categorized.
• (L) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
• (M) 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.
• (N) Standard Rate - The advertised price for a particular unit.
• (O) Adjusted Rate - Depending on your management settings, you can adjust the standard rateStandard Rate.
• (P) Tax - Any applicable state and local taxes.
• (Q) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
• (R) Special - Any available specials designated by your management team; for example, $1 move-in special.
• (S) Select Unit - Click box next to unit size Lead is interested in.  That The first unit selected 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 team has enabled this feature. Make sure only one unit is selected when making a Reservation.

• (T) Lead Type - Click the Lead Type dropdown and choose Reservation.
• Click the Pay icon that (U) Payment - Click Pay which now appears to enter Lead's payment information.

Step 6 - Location Details

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

• (V) Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
• (W) 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

• (X) - Enter notes summarizing conversation.
• (Y) - Click Add.

Step 8 - Save

• (Z) - Click Save.

Step 9 - Text permission

• (AA) - Confirm you've obtained text permission.