Page Comparison

Step 1 - Open New Lead Card

• Click New (A).

Step 3 - Confirm Location

• Click Confirm (D).

Step 4 - Complete the Script

• (E) Name - 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.
• (F) Date Needed - Automatically populated to today's date, update as necessary.
• (G) - Complete the rest of the script.

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

Step 5 - Lead Details

• (H) Ad Source - Click the dropdown to manually select an option. 
• (I) Marketing - Click the dropdown to manually select an option.
• (J) Type - Click the dropdown to manually select an option.
• (K) Date Needed - Reflects what you selected in your script.
• (L) Exclusion - Allows the Lead to be removed from certain types of communication.

Step 6 - Select a Unit

• (M) Search - Choose to view All or by unit type.
• (N) Sort - This allows you to show only available units.
• (O) Unit Size - The metric by which units are categorized.
• (P) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
• (Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass (R) to the right allows you to select a specific unit
• (S) Standard Rate - The advertised price for a particular unit.
• (T) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
• (U) Tax - Any applicable state and local taxes.
• (V) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
• (W) Special - Any available specials designated by your management team; for example, $1 move-in special.
• (X) 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.

Step 7 - Change Lead Type

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

• Lead Type - Click the dropdown (Y) and choose Reservation (Z).

Step 8 - Complete Reservation

• (AA) Payment - Click Pay which now appears to enter payment information.

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

Step 9 - Location Details

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

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

Step 10 - Notes

• (DD) - Enter notes summarizing conversation.
• (EE) - Click Add.

Step 11 - Save

• (FF) - Click Save.

Step 12 - Text Permission

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