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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

Open a New Lead Card

  • (A) New - Click the New icon to manually open a new Lead card.
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Select & Confirm Location

  • (B) Location dropdown - From the New Lead popup, click the dropdown to access available locations.
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  • (C) Location - Select the location the Lead is interested.
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  • (D) Confirm - Click to confirm the new Lead's location.
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Script - The script is customized by your management team and may look slightly different than this example. You may need to scroll down the script to find Date Needed.

  • (
D
  • E) Name 
Name 
  • - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a match to merge this new Lead card to an existing one.
  • (
E
  • F) Script - Questions with red asterisks are required to be filled in.
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  • (G) Date Needed - Automatically populated to today's date, click the Calendar to update as necessary.
  • (F) Script - Questions with red asterisks are required to be filled in.

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    Lead Details

    • (

    G

    • H) Ad Source dropdown -

    This has been populated based on the number used to call in

    • Click to access and select an option.

    • (

    H

    • I) Marketing dropdown - Depending on your management settings, you may need to click the dropdown and make a selection. 

    • (

    I

    • J) Inquiry Type dropdown - This has been automatically populated to call.

    • (

    J

    • K) Date Needed - Reflects what you completed in your script. Clicking the calendar icon to update the date will also update Date Needed in the script.  

    • (

    K

    • L) Exclusion - Click None to exclude the Lead from Follow-up events.

    • (

    L

    • M) Expiration - This represents the date the Lead will be canceled from the Follow-up process. Canceled Leads are still searchable.

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    Select a Unit - The first unit selected becomes highlighted in dark blue and transmitted to your management software while additional units selected become highlighted in a lighter blue and not transmitted to your property management software.

    • (
    M
    • N) Inventory dropdown - Choose to view All or by unit type.
    • (
    N
    • O) Sort - Click to show only available units.
    • (
    O
    • P) Unit Description - Unit Size and Type. Click the Unit Size to search for specific units at your location.
    • (
    P
    • Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size.
    • (
    Q
    • R) Search - Click the magnifying glass to search for that unit's availability at other locations.
    • (
    R
    • S) Rate - The advertised, standard, price for a particular unit. 
    • (
    S
    • T) Adj Rate - Depending on your management settings, you can adjust the Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.
    • (
    T
    • U) Tax - Any applicable state and local taxes.
    • (
    U
    • V) Total - Sum of either the Rate or Adj Rate (whichever is lower) + tax.
    • (
    V
    • W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
    • (
    W
    • X) Select Unit - Click the corresponding checkbox next to the Unit size the Lead is interested.  
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    Create a Reservation - This is only available if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation. Your dropdown options may differ based on your management team's settings.

    • (XY) Lead Type dropdown - To create a reservation, click the dropdown and choose Reservation.
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    Take Reservation Payment - This is only applicable if your management team has enabled this feature.

    • (YZ) Pay - After selecting Reservation from the dropdown, click the Pay icon to enter payment information.
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    Location Details - These tabs and their contents may be customized by your management team.

    • (
    Z
    • AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.
    • (
    AA
    • BB) 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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    Notes

    • (
    BB
    • CC) New Note - When finished interacting with the Lead, click to enter a customized note, summarizing the interaction.
    • (
    CC
    • DD) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.
    • (
    DD
    • EE) Add - Click to add the note to the Tenant's account.
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    Save

    • (DDFF) Save - Click to save the information you're entered while working in the Lead Card.
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    Confirm Text Permission

    • (EEGG) Text Permission popup - After Saving the Lead card, click Yes to verify that you've obtained text permission from the Lead.
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