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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 34 - 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) - 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 45 - Lead Details

  • (GH) Ad Source - Click the dropdown to manually select since this is a walk-in.an option. 
  • (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 56 - 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) Unit Size - The metric by which units are categorized.
  • (NP) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
  • (OQ) 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 67 - 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.

  • (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 78 - 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 89 - Notes

  • (ZBB) - Enter notes summarizing conversation.
  • (AACC) - Click Add.

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Step 910 - Save

  • (BBDD) - Click Save.
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Step 1011 - Text permission

  • (CCEE) - Click Yes to confirm you've obtained text permission.
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