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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Open a New Lead Card
(A)New - Click to manually open a new Lead card.
- Click the + sign.
Note: Depending on how many locations you are assigned, you may need to choose a location via a popup window.
Step 2 - Complete the script.
- Matching Names - Click on a matching name that appears in this dropdown
Select & Confirm Location
(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.
Script - The script is customized by your management team and may look slightly different than this example. You may need to scroll down the script to find Date Needed.
(E) Name - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a match to merge this new Lead card to an existing one.
Date Needed is auto(F)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.
- Complete the rest of the script.
Step 3 - Lead Types
Note: Click here for more detailed information on Lead Types.
Lead Details
(H) Exclusion - Click None to exclude the Lead from Follow-up events.
(I) Ad Source dropdown - Click to access and select an option.
(J) Inquiry Type dropdown - This has been automatically populated based on your management settings.
(K) Date Needed - Reflects what you
completedentered in your script.
- Exclusions - Allows the Lead to be removed from certain types of communication.
Step 4 - Select a Unit
- Search - Choose to view all or only available units.
- Unit Size - The metric by which units are categorized.
- Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
- Availability
Clicking the calendar icon to update the date will also update Date Needed in the script.
(L) Expiration - This represents the date the Lead will be 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.
Select a Unit - The first unit selected becomes highlighted in dark blue and transmitted to your management software while additional units selected become highlighted in a lighter blue and not transmitted to your property management software.
(N) Inventory dropdown - Choose to view All or by unit type.
(O) Filter - Click to show only available units.
(P) Unit Description - Unit Size 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 to the right allows you to select a specific unit.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.
- Adjusted
(T) Adj Rate - Depending on your management settings, you can adjust the
standard rate.TaxRate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.
(U) Tax - Any applicable state and local taxes.
- Total
(V) Total - Sum of either the
StandardRate or
AdjustedAdj Rate (whichever is lower) + tax.
(W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
- Click box next to unit size
(X) Select Unit - Click the corresponding checkbox next to the Unit size the Lead is interested
in. That unit will turn blue; additional units selected will be pink and not transmitted to your property management software.
Step 5 - Complete Reservation
.
Create a Reservation - Make sure only one unit is selected when making a Reservation. Your dropdown options may differ based on your management team's settings.
(Y) Lead Type dropdown - To create a reservation, click the dropdown and choose Reservation.
Take Reservation Payment - This is only applicable if your management team has enabled this feature
- Click the Lead Type dropdown and choose Reservation.
- Click the Pay icon that now appears to enter Lead's payment information.
Step 6 - Location Details
Note: This.
(Z) Pay- After selecting Reservation from the dropdown, click the Pay icon to enter payment information.
Location Details - These tabs and their contents may be customized by your management
team.
(AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.
(BB) Send Directions - Allows you to send turn-by-turn directions
straightto your facility from the Lead's location via text or email.
Step 7 - Notes
- Enter notes summarizing conversation.
- Click Add.
Step 8 - Save
- Click Save.
Step 9 - Text permission
- Confirm you've obtained text permission.
Notes
(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.
Save
(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.
Confirm Text Permission - Note: This is only applicable if your management team has enabled this step. Depending on your company’s Text Permission settings, this interaction may occur on the main Lead Card page with a required response to save the lead.
(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.
