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RETURN TO THE MAIN SUPPORT PAGE

This guide explains how to manage and create new custom Lead types in CallPotential. Understanding how Lead types work is important as they impact the Follow-up workflow differently. Based on your management software, the standard Lead types, Inquiry and Reservation, transmit back and forth between CallPotential and your management software. The other standard Lead type, None, can be used to select a unit type that has no availability and will not transmit between CallPotential and your management software. This can be useful if the Lead is willing to wait until a specific unit size becomes available.

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 

signed into the Web Client as an Administrator to access the Settings icon and create new Lead Types.

Lead types available in your PMS (such as Inquiry or Reservation) are automatically available in CallPotential to use when creating new Leads. CallPotential also provides the ability to create

custom Lead Types

new, custom Lead types allowing you to further customize your follow-up process. This guide explains how to create those new, custom Lead types.

Access

  • (A) Settings icon - Click to access all available administrative settings.

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  • (B) Lead Types - Click to access

the full

  • your list of Lead Types. From this page you are able to edit, archive, unarchive and create new Lead Types.

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Create a New Lead Type

  • (C) Create New -

Click to begin creating a

  • Clicking this will open a popup window allowing you to create and customize the new Lead Type.

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Create New


Customize the Lead Type

  • (D) Lead Type -

This will default to Lead Type. Enter the new name as it will appear for use in the system

  • Enter the name of the new, custom Lead Type. After saving your work, this Lead Type will appear in the list of active Lead Types and be available for selection on Lead Cards. One example of how some clients use custom lead types is to differentiate between Web Reservations from Agent Reservations. This allows you to assign a different Follow-up workflow depending on where the Reservation was generated.

  • (E) Workflow

Rule dropdown - This will initially default to Location Default. Click the dropdown to select the workflow where the new Lead Type will appear. Click to learn more about creating and editing workflows and configuring workflow templates

  • Rule - As a default, all Lead Types are set to follow the workflow set at the location level (Location Default). If you would like this Lead Type to use a different follow-up workflow, click the dropdown to assign the workflow. For more information on workflows, click here.

  • (F) Management Software

dropdown

  • -

This will initially default to SITELINK. Click the

  • Click this dropdown to select

which management software this will apply

  • your Property Management Software (PMS).

  • (G) Transmission

Type dropdown - This will initially default to INQUIRY. Click the dropdown to select the transmission type

  • Type - Based on the PMS selected, you will be able to select from a unique list of available transmission types (Inquiry, Reservation, etc). The transmission type dictates how the Lead is saved in your PMS. 
    Note: Depending on your PMS, you may see an option of None which means the Lead Type will be saved in CallPotential but not transmitted/saved in your PMS. This is an option if your PMS does not allow you to save Leads selecting a unit size that has no availability.

  • (H)

Default checkbox - This will initially default to being unchecked. Check this to make this new Lead Type the default option - Click to make

  •  CallPotential Default - There can only be one Default set for each transmission type (Inquiry, Reservation, etc). When Leads are created within CallPotential, they will be assigned the Lead Type that has been set as the default for that transmission type.

  • (I)

Save

  • API Default - If this box is checked, this Lead Type will automatically be selected for Leads created from the API for the selected transmission type. Note: If there are no Lead Types set as "API Default", then the Lead Type

available for use and return to the

  • used for API Leads will be the CallPotential default Lead Type

list

  • .

  • (J)

Cancel

  • Hidden on Lead Card - Click to

discard changes and return to

  • hide the Lead Type

list

  • on the Lead card.

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You have the option to select None as a (G) Transmission Type. This allows your employee to select an unavailable unit type for the Lead but hold off on sending that information to either property management software. Once the particular unit type becomes available, your employee can work with the Lead to select the appropriate Lead Type such as Inquiry or Reservation. At that point, all the information that was held from your property management software will be sent, including any associated notes.
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Make it Available for Use

  • (K) Save - By clicking Save, the new Lead type will become available for use in the system and will be included in the active list of available Lead Types.

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