Lead types available in your PMS (such as Inquiry or Reservation) are automatically available in CallPotential to use when creating new Leads. CallPotential also provides the ability to create new, custom Lead types allowing you to create a workflow based on Lead type and how you’d like to follow-up with a Lead. This allows you to communicate with a Lead who wants to immediately move in differently than one who is just shopping around. This guide explains how to create those new, custom Lead types.
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 signed into the Web Client as an Administrator to access the Settings icon and create or edit custom new Lead Types.
Access
(A) Settings icon - Click to access all available administrative settings.
(B) Lead Types - Click to access
the fullyour list of Lead Types.
From this page you are able to edit, archive or unarchive and create new Lead Type
Create a New Lead Type
(C) Create New -
Click to begin creating aClicking this will open a popup window allowing you to create and customize the new Lead Type.
The Lead types, Inquiry and Reservation, talk back and forth between CallPotential and your management software. The other Lead type, None, doesn't. Since it doesn't talk with your management software, it can be used when a Lead selects a unit type with no current availability and is willing to wait until a specific unit size becomes available.Create New Lead Type
Customize It
- (D) Lead Type - Enter the Lead Type name as it will appear for selection and use in the system.
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.- new Lead Type’s name. After saving your work, this name will appear in the list of active Lead Types.
- (E) Workflow Rule dropdown - This will initially default to Location Default. You can leave it as Location Default or Without otherwise specifying, the Lead Type will follow the Location Default workflow; click the dropdown to select from your list of standard and 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 templatesa different workflow. Leads will be contacted based on whatever workflow their Lead Type indicates. For example if you are creating a web reservation, you may want a Lead entered into a workflow that sends out a text or email immediately. Whereas if this is a location entered Lead, you may want to slightly delay the initial text or email. For more information on workflows, click <<here>>.
- (F) Management Software dropdown - This will initially default to SITELINK. Click the dropdown to select which management software this will applyClick this dropdown to access the full list of property management systems CallPotential integrates with. Select your system from the list.
- (G) Transmission Type dropdown - This will initially default to INQUIRY. Click the dropdown to select the transmission typeBased on which property management system you use, you will be able to select from a unique list of available transmission types (Inquiry, Reservation, etc). The transmission type dictates how a Lead’s information is sent, or if it is sent at all, to your property management software. Depending on your management software, you may see None from the available options. Selecting this transmission type allows you to select a unit and quote its price but not send the Lead’s information to your management software. You will also be unable to move a Lead in with this transmission type. This can be a convenient feature when a Lead wants a unit and is willing to wait for it to become available.
- (H) Default checkbox - This will initially default to being unchecked. Check this to make your new Lead Type selection the new default option. WHAT DOES MAKING THIS DEFAULT REALLY DO?By checking this box, a newly created Lead will automatically be classified as a specific Lead type. While a user can change the Lead type to something else, this can be useful if a large majority of Leads are typically assigned a specific Lead type. This helps reduce user effort and cut down on errors. This also helps when Leads are sent from your property management software to ensure they are automatically associated with the appropriate Lead type and workflow.
Make it Available for Use
(I) Save -
Click to make thisBy clicking Save, the new Lead
Typetype will become available for use in the system and
return to your Lead Type list.(J)Cancel - Click to discard changes and return to the Lead Type list.
will be included in the active list of available Lead Types.