This guide explains how to manage existing Lead types and create new ones in CallPotential. Understanding how Lead types work is important as they impact the Follow-up workflow differently.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and create or edit custom Lead Types.
Access
- (A) Settings icon - Click to access all available administrative settings.
The Lead types, Inquiry and Reservation, transmit back and forth between CallPotential and your management software. The other Lead type, None, can be used to help a Lead select a unit type that has no current availability since it will not transmit between CallPotential and your management software. Using None can be useful if the Lead is willing to wait until a specific unit size becomes available. |
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- (B) Lead Types - Click to access the full list of Lead Types.
- (C) Create New - Click to begin creating a new Lead Type.
Create New Lead Type
 The main difference between the Lead types, Inquiry and Reservation, is the idea of making a commitment. Reservations are commitments and indicate the Lead has a specific timetable to move in. Depending on your system configuration, they may also need to make a payment. Inquiries are just that, a Lead is simply shopping around with no commitment or guaranteed hold on the unit they want. |
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- (D) Lead Type - This will default to Enter the Lead Type . Enter the new name as it will appear for use in the system.
- (E) Workflow Rule dropdown - This will initially default to Location Default. Click You can leave Location Default or click the dropdown to select from your list of custom workflows. Each workflow will contact the Lead at different times via different communication sequences, all in an effort to get them to move in. Click to learn more about creating and editing workflows and configuring workflow templates.
- (F) Management Software dropdown - This will initially default to SITELINK. Click the dropdown to select which management software this will apply.
- (G) Transmission Type dropdown - This will initially default to INQUIRY. Click the dropdown to select the transmission type.
- (H) Default checkbox - This will initially default to being unchecked. Check this to make this your new Lead Type selection the new default option.
- (I) Save - Click to make the this new Lead Type available for use in the system and return to the your Lead Type list.
- (J)Cancel - Click to discard changes and return to the Lead Type list.
