Page Comparison

• (A)New - Click to manually open a new Lead card.

• (B) Location dropdown - From the New Lead popup, click the dropdown to access available locations.

• (C) Location - Select the location the Lead is interested.

• (D) Confirm - Click to confirm the new Lead's location.

• (E) Name - While entering the Lead's name, a dropdown of potential matching

  options

  names may appear. Click on a match to merge this new Lead card to an existing one.

• (F

  )Date

  )Script - Questions with red asterisks are required to be filled in.

• (G) Date Needed - Automatically populated to today's date, click the Calendar to update as necessary.

• (G) - Complete the rest of the script.

Note: The script is customized by your management team and may look slightly different than this example.

• (H)

  Ad Source - Click the dropdown to manually select an option. 

   Exclusion - Click None to exclude the Lead from Follow-up events.

• (I)

  Marketing

   Ad Source dropdown - Click

  the dropdown

  to

  manually

  access and select an option.

• (J)

  Type - Click the dropdown to manually select an option

  Inquiry Type dropdown - This has been automatically populated based on your management settings.

• (K)

  Date

   Date Needed - Reflects what you

  selected

  entered in your script. Clicking the calendar icon to update the date will also update Date Needed in the script.  

• (L)

  Exclusions - Allows

   Expiration - This represents the date the Lead

  to

  will be

  removed from certain types of communication.

Step 6 - Select a Unit

• (M) Search - Choose to view All or

  canceled from the Follow-up process. Canceled Leads are still searchable.

• (M) Did You Receive Permission to Send Texts - a Yes or No answer is required to save the lead.

• (N) Inventory dropdown - Choose to view All or by unit type.

• (

  N

  O)

  Sort - This allows you

   Filter - Click to show only available units.

• (

  O

  P) Unit Description - Unit Size

  - The metric by which units are categorized.(P) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking

  and Type. Click the Unit Size to search for specific units at your location.

• (Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size.

  Clicking the magnifying glass (Q) to the right allows you to select a specific unit(R) Standard Rate - The advertised

• (R) Search - Click the magnifying glass to search for that unit's availability at other locations.

• (S) Rate - The advertised, standard, price for a particular unit. 

• (

  S

  T)

  Adjusted

   Adj Rate - Depending on your management settings, you can adjust the

  Standard

  Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.

• (

  T

  U)

  Tax

   Tax - Any applicable state and local taxes.

• (

  U

  V)

  Total

   Total - Sum of either the

  Standard

  Rate or

  Adjusted

  Adj Rate (whichever is lower) + tax.

• (

  V

  W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.

• (

  W

  X)

   Select

   Select Unit - Click the

  box next to unit

  corresponding checkbox next to the Unit size the Lead is interested.

    The first unit selected will turn blue; additional units selected will be pink and not transmitted to your property management software.

Step 7 - Complete Reservation 

• (

  X

  Y) Lead Type

  - Click

  dropdown - To create a reservation, click the dropdown and choose Reservation.

  (Y) Payment - Click Pay which now appears

• (Z) Pay- After selecting Reservation from the dropdown, click the Pay icon to enter payment information.

Note: Click here for more detailed information on Lead Types.

Step 8 - Location Details

• (

  Z

  AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.

• (

  AA

  BB) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.

Step 9 - Notes

• (BB) - Enter notes summarizing conversation.
• (CC) - Click Add.

Step 10 - Save

• (DD) - Click Save.

Step 11 - Text permission

• (EE) - Click Yes to confirm you've obtained text permission.

• (CC) New Note - When finished interacting with the Lead, click to enter a customized note, summarizing the interaction.

• (DD) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.

• (EE) Add - Click to add the note to the Tenant's account.

Note: Depending on your company’s Move In settings, the Add button may not display. In this case, you can save a single note for new lead move-ins. Multiple notes are still available for existing leads.

• (FF) Move-In - Click to begin the move-in process.

• (GG) Save - Click to save the information you're entered while working in the Lead Card.

• (HH) Text Permission popup - After Saving the Lead card, click Yes to verify that you've obtained text permission from the Lead.

Note: Depending on your company’s Text Permission settings, the Lead Card screen may already have the prompt “Did You Receive Permission to Send Texts?” displayed. A response is required to save the new lead.