This guide covers various Lead settings specific to moving in a Lead. Move in settings help manage how users interact with Leads during the Move in process and within the Lead card. If you do not subscribe to CallPotential's Lead Manager, these settings are not applicable to your account.
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 edit move-in options.
Access
- (A)
- Edit Pencil - From the location list, identify the location you wish to edit and click to open its settings.
- (B)
- Leads - Click to access the
(C) Edit icon - Click to edit a specific location.
(D) Leads - Click to access
- location's Move-in settings.
Edit Move-in Options - Note: Depending on your property management software, you may need to scroll to the bottom of the page to find these settings.
- (EC) Hide Hide Move-in Button on Lead Card toggle - When toggled onselected, the Move-in button will not appear on Lead cards.
- (FD) eSigntoggle - When toggled onselected, eSign information will be displayed during the move-in process.
- (GE) Default Rental Period Lengthdropdown - Click to select from the available rental length periods.
- (HF) Default Keypad Zonedropdown - Click to select from the available location keypad access zones.
- (IG) Gate Access Timesdropdown - Click Click to select from the available gate access times. Choices are either 24 Hour Access or Business Hours. For more information on location hours, click here and refer to steps (S) & (T).
- (JH) Gate Code Generated Fromdropdown - Click to determine how a tenant’s gate code is generated; options include Phone and Random. If Phone is selected, the gate code will be generated from the tenant’s phone number. If Random is selected, the tenant’s gate code will be randomly assigned.
- (KI) eSign Rental SMS Templatedropdown - Click the dropdown to select a default text template used for sending an eSign agreement via text.
- (LJ) eSign Rental Email Templatedropdown - Click to select a default email template used for sending an eSign agreement via email.
- Optional vs Required Fields selection - Users are allowed to define optional and required fields during the move-in process. Note: You may select and edit more than 1 field at a time or click (MK) Select All to edit all fields in a specific column at once.
- (NL) Search (Available in both columns) - Enter to search for a specific move-in field. The list will dynamically change reflecting your search.
- (OM)Arrows (Available in both columns) - Click to move the selected field(s) to the other column.
Apply Changes - Note: Depending on your property management software, you may need to scroll back to the top of the page to access Save & Cancel.
(PN) Save - Click to save changes and return to the Location list.
(QO) Cancel - Click to discard any changes made and return to the Location list.
