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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
the New iconto manually open a new Lead card.
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.
(
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.
Lead Details
(
H)
Exclusion - Click None to exclude the Lead from Follow-up events.
(
I) Ad Source
dropdown -
(I) Inquiry Type dropdown - This has been automatically populated to call.
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
entered in your script. 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.
(
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.
(
T) Adj Rate - Depending on your management settings, you can adjust the Rate.
Click %
to see the minimum and maximum adjustable range. A
modified Adj Rate
overrides Rate.
(
U)
Tax - Any applicable state and local taxes.
(
V)
Total - Sum of either the Rate or Adj Rate (whichever is lower) + tax.
(
W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
(
X) Select Unit - Click the
corresponding checkbox
next to the Unit size the Lead is interested.
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.
(
XY) Lead Type dropdown
- To create a reservation, click the dropdown
and chooseand choose Reservation.
Take Reservation Payment - This is only applicable if your management team has enabled this feature.
(
YZ) Pay
- After selecting
Reservation
from the dropdown, click
the Pay icon to enterthe 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 to your facility from the Lead's location via text or email.
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
(
DDFF) 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.
(
EEHH) Text Permission popup - After Saving the Lead card,
clickclick Yes
toto 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.
