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This report provides managers an opportunity to analyze the number of move-ins being processed through CallPotential.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Columns

Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.

  • (A)

 

  • Location - The location where the

Lead exists. Note: Click the 3 rows of lines to filter this column

  • rental was done for.

  • (B)

 Name

  • Move-In Transaction Date - The

name of the Lead whose rate was changed. Note: Click the 3 rows of lines to filter this column

  • date the move-in payment was taken.

  • (C)

 Unit Size

  • Moved-In By User - The

size of the unit. Note: Click the 3 rows of lines to filter this columnNote: Click the 3 rows of lines to filter this column

  • employee who processed the transaction.

  • (D)

 Unit Type - The type of the unit. 

  • Payment Method - How the Customer paid for the unit.

  • (E)

 Special - The special that was applied to the unit. Note: Click the 3 rows of lines to filter this column.

  • Auto Payment Enrolled - This indicates if the Customer opted for auto-pay.

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  • (F)

 Standard Rate

  • Unit - The

standard unit rate prior to being adjusted. Note: Click the 3 rows of lines to filter this column

  • unit that was rented.

  • (G)

 Adjusted Rate

  • Customer Name - The

unit rate after being adjusted. Note: Click the 3 rows of lines to filter this column

  • name of the Customer who rented the unit.

  • (H)

 Discount - The percent discount the Lead received resulting from the rate adjustment.Employee - The employee’s name who made the rate adjustment. Note: Click the 3 rows of lines to filter this column

  • Tenant ID - This is the Tenant's unique identifier in your management software. 

  • (I)

 

  • Ledger ID - This is the unique ID associated with the unit the Customer rented. If a Customer has multiple units, they will have one Ledger ID for each of their units.

  • (J)

 Link - Click to open the specific Lead Card.Image Removed

  • Lead ID - This is the Lead in which the rental was completed from.

  • (K) Payment Amount - This is the amount the Customer paid during the move-in process.

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