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Lead

Note

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(A) Name - This is the name associated with the account and will appear in all Customer searches and Collection events.
(B) Type - Types include Lead, Customer, & Previous Customer.
(C) Phone - This is the primary number associated with the account.
(D) Phone Dropdown - Clicking this dropdown provides access to additional phone number(s).
(E) Email - This is the primary email address associated with the account.
(F) Email Dropdown - Provides access to additional email address(es), if any, associated with the account.
(G) Status - Customer categories reflect their payment status and include Current or Delinquent.
(H) Location & (I) Information - This lists the location where the Customer is currently renting. Clicking the Information icon provides more information about the rental location, including local time, address, office and access hours, website, and the location’s email.

(J) Unit Description - This area provides the unit number, size, and type of unit rented. Unit type can include such things as Climate Control or Parking and is configured by your management team within the property management software for the specific location.
(K) Rate - This amount represents the standard recurring monthly rate, not including any taxes or fees associated with the unit.
(L) Next Due Date - This lists the next date a payment is due.
(M) Last Payment - This is the most recent date a payment was received.
(N) Paid to Date - This is the date that the unit is paid through.
(O) Past Due - Indicates how many days this particular unit is past due. Note: For current Customers, this field will be blank. CallPotential considers Day 0 as their due date. Day 1 is the first day collection events may occur.
(P) Amount Due - This is the total amount due for the unit, including any outstanding payments.

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