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This guide covers various Lead settings specific to CallPotential's Lead Manager services. Lead settings help manage how you would like to work with Leads within the CallPotential system. 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.

You must be signed into the Web Client as an Administrator to access this option.

Click the links below for more detailed information.

Please reference Details settings, Collections settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.

Access

Edit Leads Settings

General

Field Name	Field Description	Supported Integration(s)
(C) Script Lead Card	Click to select the script card used by default at the location.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(D) Restrict Ability to Mark Lead as Rented	Toggle on to remove the ability to manually change a Lead’s status to Rented.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(E) Lead Expiration (Days After Date Needed)	Enter the number of days the Lead will remain active after their indicated Date Needed.	SiteLink, Door Swap
(F) Update Follow Up Date in Management Software	Toggle on so as Follow-ups are completed in CallPotential, your management software updates as well.	SiteLink

Marketing

Field Name	Field Description	Supported Integration(s)
(G) Require “Ad Source” Field on Lead Card	Toggle on to require that an Ad Source is selected in the Lead card.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(H) Require “Inquiry Type” Field on Lead Card	Toggle on to require that an Inquiry Type is selected in the Lead card.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(I) Hide “Inquiry Type” Field on Lead Card	Toggle on to hide Inquiry Type in the Lead card.	SiteLink, StorEdge, Door Swap, SSM Next Gen
(J) Require “Marketing Source” Field on Lead Card	Toggle on to require Marketing Source in the Lead card.	SiteLink, SSM, StorEdge, SSM Next Gen
(K) Hide “Marketing Source” Field on Lead Card	Toggle on to hide Marketing Source in the Lead card.	SiteLink, SSM, SSM Next Gen
(L) Restrict Ability to Edit Marketing Source	Toggle on to restrict the Ability to Edit Marketing Source in the Lead card.	SiteLink, StorEdge, SSM, SSM Next Gen
(M) Downgrade reservation to an inquiry after expiration	When this is toggled on, the system will automatically downgrade the reservation to an inquiry at the end of the workflow or at the Lead expiration date. When this is toggled off, the Lead will be cancelled at the end of the workflow or at the Lead expiration date.	SiteLink, Door Swap

Workflows

Field Name	Field Description	Supported Integration(s)
(N) Follow Up Workflow	Click to select which default workflow will be assigned to all Leads at a location. Note: Workflows can also be set by Lead type which would override this setting.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(O) Reset Workflow When Lead Type Changes	Toggle on to start the workflow process over if the Lead type is changed.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen

Inventory

Field Name	Field Description	Supported Integration(s)
(P) Allow New Lead for Units with No Availability	Allow a Lead to be created for a unit size that is not available.	SiteLink, Door Swap, SSM, Hummingbird, SSM Next Gen
(Q) Allow New Reservations for Reserved Units By (User Type)	Select the user type that can create a reservation for a unit that is already reserved.	SiteLink, SSM Next Gen
(R) Show Only “Available” Units by Default	When toggled, only available units will be listed on the inventory list.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(S) Available Unit Types	Click to make specific unit types available in the inventory list.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(T) Select Longest Vacant Unit First	When not reserving a specific unit, the system will select the unit which has been vacant the longest. When this is off, unit selection is alphabetical.	SiteLink

Field Name	Field Description	Supported Integration(s)
(U) Unit Special Types	Select which promotional categories you want visible in CallPotential.	SiteLink, StorEdge, Door Swap
(V) Unit Special Types - Everywhere	If checked, specials listed under the Everywhere category will be displayed.	SiteLink
(W) Unit Special Types - Client Only	If checked, specials listed under the Client Only category will be displayed.	SiteLink
(X) Unit Special Types - Website Only	If checked, specials listed under the Website Only category will be displayed.	SiteLink
(Y) Unit Special Types - Kiosk Only	If checked, specials listed under the Kiosk Only category will be displayed.	SiteLink
(Z) Unit Special Types - Call Center and Corp Only	If checked, specials listed under the Call Center and Corp Only category will be displayed.	SiteLink
(AA) SpareFoot Only	If checked, specials listed under the SpareFoot category will be displayed.	SiteLink

Rates & Payment

Field Name	Field Description	Supported Integration(s)
(BB) Allow Reservation Payments for All Lead Types	Toggle on if you want the ability to take reservation payments.	SiteLink, Door Swap
(CC) Require Reservation Payment For a Reservation Lead Type	Toggle if you want a reservation payment to be required whenever a reservation is created.	SiteLink, Door Swap
(DD) Web App Rate Plan	Click to select the default rate to be displayed in the web app.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird
(EE) Call Center Rate Plan	Click to select the default rate to be displayed in the call center.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird
(FF) Location Client Rate Plan	Click to select the default rate to be displayed in the location client.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird
(GG) Round Board/Push Rate Number	Toggle on to allow the system to round a rental rate to the nearest tenth of a dollar.	SiteLink, StorEdge, Door Swap

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Move-in

Field NameField DescriptionSupported Integration(s)(HH) Hide Move-In Button on Lead Card

Toggle on to disable the ability to process a move-in through CallPotential.

SiteLink, StorEdge, Door Swap, SSM, Hummingbird

(II) eSignToggle on to enable the sending of eSign documents through CallPotential during the Move-in process.

SiteLink, StorEdge, Door Swap

(JJ) Default Rental Period LengthClick to select the rental length.SiteLink(KK) Default Keypad ZoneClick to select the zones given access to by default.SiteLink(LL) Gate Access TimesClick to select the time when gates can be accessed.SiteLink(MM) Gate Code Generated FromClick to select how the gate code will be generated.SiteLink, StorEdge, Door Swap(NN) eSign Rental SMS TemplateClick to select the default template to be used when sending an SMS during the Move-in process.

SiteLink, Door Swap

This setting will not apply for StorEdge integration. StorEdge controls the eSign sending process. Clicking the "Send" button in CallPotential will cause StorEdge to send the eSign link to the email or phone number we specify.

(OO) eSign Rental Email TemplateClick to select the default template to be used when sending an email during the Move-in process.

SiteLink, Door Swap

This setting will not apply for StorEdge integration. StorEdge controls the eSign sending process. Clicking the "Send" button in CallPotential will cause StorEdge to send the eSign link to the email or phone number we specify.

(PP) Optional vs Required Move-in FieldsClick to select which fields are required when completing a Move-in. Note: Selecting 2 non-sequential locations while pressing Shift on your keyboard will include all the locations in-between.

SiteLink, StorEdge, Door Swap, SSM, Hummingbird

Versions Compared

Old Version 81

New Version 82

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