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Note
This card cannot be edited.
Thisis a read-only version of the Lead card that allows users to view the record in CallPotential and see any notes the Agent may have added. Click here to learn about the full Lead card which can be edited.
Note
This card cannot be edited.
Contact Header
(A) Name - This is the name associated with the account and will appear in all Lead searches and Follow-up event lists.
(B) Type - Types include Lead, Customer, & Previous Customer.
(C) Primary number - The primary number on the record/account.
(D) Phone dropdown - Provides access to additional phone number(s), if any, associated with the account.
(E) Primary email address - The primary email on the record/account.
(F) Email dropdown - Provides access to additional email address(es), if any, associated with the account.
(G) Status - Lead Status is listed as Active, Rented, or Cancelled.
(H) Location - The location where the Lead has been saved.
(I) Location Information - Click this to access important location information such as;
Local time
Address
Website and email address
Office and Access Hours
Any additional information your management team added
Follow-up
(J) Next Follow-Up - Date of the next scheduled Follow-up event.
(K) Information - Hover over the icon to view details about the next Follow-up event. If the next Follow up has been delayed, the updated date will appear here along with the communication type (call, text, or email).
Script - The script is customized by your management team and may look slightly different than this example.
(L) Script - Answers to questions the Lead was asked when this card was created.
Lead Details
(M) Lead History - This provides important Lead creation information. Click the Information icon for more details.
(N) Lead Type - The Lead type ensures the Lead is added to the correct Follow-up campaign. All future Follow-up events will be scheduled based on the Lead Type selected.
(O) Exclusion - Documents the current exclusion setting for this Lead.
(P) Ad Source - The Ad source that generated the Lead.
(Q) Inquiry Type - This field automatically populates with "Call" for inbound phone leads.
(R) Date Needed - The date the Lead needs storage. This syncs to the Date Needed in the script.
(S) Expiration - This is the date the Inquiry or Reservation will expire. The expiration period is set by your management team.
(T) Marketing dropdown - This indicates the marketing source that generated the Lead.
Notes
(U) Note Source - This indicates whether the note was automatically added (Auto) or manually entered (initials).
Inventory - All unit information, availability, pricing and specials are pulled directly from your management software.
(V) Unit Description - Unit Size and Type.
(W) Availability - This represents the number of available units as well as an available percentage for the particular unit size.
(X) Rate - This provides the list price for each unit size.
(Y) Adj Rate - Depending on your management settings, this might be different that the Rate. A modified Adj Rate overrides Rate.
(Z) Tax - Lists any applicable state and local taxes.
(AA) Total - Sum of either the Rate or Adj Rate (if applied) + tax.
(BB) Special - Shows any specials/promotions applied to a unit.
