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Step 1 - Open a new Lead card.
- Click the + sign (A).
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Step 2 - Location
- Click Location dropdown (B).
- Select your location Location (BC).
Step 3 - Confirm Location
- Click Confirm (CD).
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Step 34Â - Complete the script.
- (DE) Matching Name, Phone Number, & Email Address - While entering the Lead's name, a dropdown of potential matching options may appear. Click on a match to merge this new Lead card to an existing one.
- (EF) Date Needed - This gets auto Automatically populated to today's date, update as necessary.
- (FG)Â - 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 45Â - Lead Details
- (GH) Ad Source - Click the dropdown to manually select since this is a walk-in.an option.Â
- (HI) Marketing - Click the dropdown to choose the options pulled from your management softwaremanually select an option.
- (IJ) Type - Click the dropdown to choose the options. manually select an option.
- (JK) Date Needed - Reflects what you completed selected in your script.
- (KL) Exclusions - Allows the Lead to be removed from certain types of communication.
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Step 56Â - Select a Unit
- (LM) Search - Choose to view All or only Available by unit type.
- (N) Sort - This allows you to show only available units.
- (MO)Â Unit Size - The metric by which units are categorized.
- (NP)Â Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
- (OQ)Â Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass (Q) to the right allows you to select a specific unit.
- (PR) Standard Rate - The advertised price for a particular unit.
- (QS) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
- (RT) Tax - Any applicable state and local taxes.
- (SU) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
- (TV) Special - Any available specials designated by your management team; for example, $1 move-in special.
- (UW) Select Unit - Click the box next to unit size the 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 67Â - Complete ReservationÂ
Note: This is only applicable if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation.
- (VX) Lead Type - Click the dropdown and choose Reservation.
- (WY) Payment - Click Pay which now appears to enter payment information.
Note: Click here for more detailed information on Lead Types.
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Step 78Â - Location Details
Note: These tabs and their contents may be customized by your management team.
- (XZ) Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
- (YAA) 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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Step 89Â - Notes
- (ZBB)Â - Enter notes summarizing conversation.
- (AACC)Â - Click Add.
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Step 910Â - Save
- (BBDD)Â - Click Save.
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Step 1011Â - Text permission
- (CCEE)Â - Click Yes to confirm you've obtained text permission.
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