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Lead Card Information

Lead Card Information (read-only version)

Lead card information

Creating a New Lead From an (Unrecognized) Inbound Phone Call

new

from

From a Walk-

in

Creating a New Lead From an Existing Customer

reservation payments

Reservation Payments

Updating a Lead's

email address

Completing a scheduled Follow-up call

Completing a scheduled Follow-up text

Delaying a Follow-up

Moving in a Lead

Cancelling a Lead

Using Leads to Lease to Perform a SiteLink Move-in

Creating a new Lead from an inbound phone call

Creating a new Lead from an existing Customer

Primary Phone Number

Adding a Phone Number to a Lead's Record

Deleting a Secondary Number From a Lead's Record

Updating a Lead's

phone number

Email Address

Neighbors featureCompleting a scheduled

Neighbor's Feature

email

Following up with

Deleting a Lead

outside of the schedule

Lead Exclusions

Marking a Lead as

rented

Updating a Lead Type

Cancelling a Lead

type

Reactivating a Cancelled Lead

Moving in a

cancelled