The purpose of this guide is to explain how to access a Lead's historic interaction within the CallPotential software. Before contacting a Lead, it is important to understand their prior experience so you can provide them a positive experience
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) Leads icon - Click to access the your assigned list of Follow-ups and All Leads (if any) and the full Lead list.
- (B) All - Upon clicking the Leads icon, the The list will default to showing your Follow-upsup tasks. Click to view all Leads. The All list will show all Leads (Active, Rented, & Cancelled), including Leads scheduled for Follow-ups.
- (C) Search - Enter to search by specific parameters such as the Lead's name, phone number & unit number. The system will dynamically update as you start entering information.
- (D) Statusdropdown - The list will default to only showing Active Leads. Click to search by All, Rented or Cancelled Leads.
- (E) Date Rangedropdown - The list will default to show Leads created with no time filters. Click the dropdown to filter the list to show Leads created today, the past 7 days, the past 30 days, or create your own customized time period.
- (F) Locationdropdown - The list will default to show Leads created at all locations you have access. Click the dropdown to search for or filter by specific location.
- (G) Additional filters - Click to further filter the list by name, email, phone number, the employee who created the Lead, Lead ID, or & Lead type.
- (H) Apply - Click to apply your filters and update the list accordingly.
- (I) Reset - Click to remove all applied filters .
- Pagination - Enter a (J) page number (out of the total), (K) skip to the next page, and (L) adjust how many results are shown per page.
- (Mand return the list to its original structure.
- (J)Column Titles - All columns can be sorted alphanumerically by clicking the column title once. Click the column title twice to sort the column by reverse alphanumeric order. Click the column title a third time to remove all sorting. This can be helpful if you're looking for a specific name.
- (NK) Open - Click to open the specific Lead card you wish to access.
- (OL) History tab - Once inside the Lead card, click to access the full list of historical communication which occurred within CallPotential.
Lead History - Note: Inside the History tab, you may click on a communication event for further details. You may also disposition an unknown event or edit a dispositioned event.
- (P) Contact Header - This provides basic personal information including name, phone number, email address, Lead status, Lead ID, and the location the Lead’s record is associated with as well as the ability to Neighbor the Lead.
- (Q) Lead creation - This provides information on who created the Lead, when the Lead was created, and if the Lead was created in CallPotential or through your property management software.
- (R) Status -Color indicates the person’s status when the communication occurred. Green indicates Lead, orange indicates Customer, and Grey indicates an Unknown item.(S)M) Communication type - Indicates the communication type. Types include phone, text, chat, email or voicemail . (T) Communication Information - Indicates whether the communication and whether it was inbound or outbound and who interacted with the Lead.
- (UN) Communication - Shows the length of the call/voicemail (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
- (VO) Location - Indicates the location the Lead is associated.(W Lead Information - Note: Clicking the information icon provides further detailed information. This provides information regarding a change in Lead status such as;
- When the Lead was created and whether it was created in CallPotential or your Property Management Software. This will also appear when new Leads are created for an existing Customer.
- When the Lead type is changed.
- (P) User - Indicates the user who completed the manual task.
- (Q) Time stamp - The date and time the communication occurred.
