Page Comparison

Step 2 - Location

Click Location dropdown (B).
Select Location (C).

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Step 4 - Complete the Script

(E) Name

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

Select & Confirm Location

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

(D) Name - While entering the Lead's name, a dropdown of potential matching

options

names may appear. Click on a match to merge this new Lead card to an existing one.
(

F

E) Date Needed - Automatically populated to today's date, click the Calendar to update as necessary.
(

G

F)

- 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 5 -

Script - Questions with red asterisks are required to be filled in.

Image Added

Lead Details

(

H

G) 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)

dropdown - This has been populated based on the number used to call in.
(H) Marketing dropdown - Depending on your management settings, you may need to click the dropdown and make a selection.
(I) Inquiry Type dropdown - This has been automatically populated to call.
(J) Date Needed - Reflects what you

selected

completed in your script. Clicking the calendar icon to update the date will also update Date Needed in the script.
(K) Exclusion - Click None to exclude the Lead from Follow-up events.
(L)

Exclusion

Expiration -

Allows

This represents the date the Lead

to

will be

removed from certain types of communication

canceled from the Follow-up process. Canceled Leads are still searchable.

Step 6 -

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)

Search

Inventory dropdown - Choose to view All or by unit type.
(N) Sort -

This allows you

Click 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

Description - Unit Size and Type. Click the Unit Size to search for specific units at your location.
(P) 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

(Q) Search - Click the magnifying glass to search for that unit's availability at other locations.
(R) Rate - The advertised, standard, price for a particular unit.
(

T

S)

Adjusted

Adj Rate - Depending on your management settings, you can adjust the

Standard

Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.
(

U

T) Tax - Any applicable state and local taxes.
(

V

U) Total - Sum of either the

Standard

Rate or

Adjusted

Adj Rate (whichever is lower) + tax.
(

W

V) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
(

X

W)

Select

Select Unit - Click the

box

corresponding checkbox next to

unit

the 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:

Create a Reservation - This is only

applicable

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.

Step 9 - Location Details

Note:

Versions Compared

Old Version 28

New Version 29

Key

Note

Open a New Lead Card

Select & Confirm Location

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

Lead Details

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.

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.

Take Reservation Payment - This is only applicable if your management team has enabled this feature.

Location Details - These tabs and their contents may be customized by your management team.

Notes

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