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 further customize your follow-up process. 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 into the Web Client as an Administrator to access the Settings icon and create new Lead Types.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Lead Types - Click to access your list of Lead Types. From this page you are able to edit, archive or unarchive and create new Lead Types.
Create a New Lead Type
- (C) Create New - Clicking this will open a popup window allowing you to create and customize the new Lead Type.
Customize the Lead Type
- (D) Lead Type - Enter the name of the new, custom Lead Type’s nameType. After saving your work, this name Lead Type will appear in the list of active Lead Types . You can also select this Lead Type when filling out the Lead card so make it descriptive enough for others to understand its purpose. Examples of custom Lead Type names include Waitlist, Web Reservation, and Online Reservationand be available for selection on Lead Cards. One example of how some clients use custom lead types is to differentiate Web Reservations from Agent Reservations. This allows you to assign a different follow-up workflow depending on where the Reservation was generated.
- (E) Workflow Rule dropdown - Without otherwise specifying, the Lead Type will follow the Location Default workflow; click the dropdown to select a 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 emailAs a default, all Lead Types are set to follow the workflow set at the location level (Location Default). If you would like this Lead Type to use a different follow-up workflow, click the dropdown to assign the workflow. For more information on workflows, click here.
- (F) Management Software dropdown - Click this dropdown to access the full list of property management systems CallPotential integrates with. Select your system from the listselect your Property Management Software (PMS).
- (G) Transmission Type dropdown - Based on which property management system PMS 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 the Lead is saved in your PMS. it is sent at all, to your property management softwarePMS. Depending on your management softwarePMS, you may see None from the available options. Selecting this transmission type allows you to select a unit and quote its price save a Lead in CallPotential but not send transmit the Lead’s information Lead to your management softwarePMS. You will 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 - 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 - By clicking Save, the new Lead type will become available for use in the system and will be included in the active list of available Lead Types.
