Note
You need to be logged into SiteLink Corporate Control to perform this task.
Italicized terms represent clickable icons on the specific screen being discussed.
The purpose of this guide is to explain how users can ensure that only one Lead is created in SiteLink for every Tenant move-in that takes place. This ensures users are credited with accurate Tenant creation reporting numbers when they move-in Leads. If the Move-in button isn't restricted and users complete a move-in directly within SiteLink, it will not appear in CallPotential as a rented Lead thus creating inconsistent reporting information and not accurately crediting them for moving in Leads.
Note
You need to be logged into SiteLink Corporate Control to perform this task.
Italicized terms represent clickable icons on the specific screen being discussed.
Open Security Levels
(A)
ClickClick Site Setup.
(B)
ClickClick Security Levels.
Select Locations
(C)
Check theCheck the All box so you
can makecan make changes for all locations at once.
(D)
ClickClick Next.
Note: After clicking Next, the first location in your list automatically becomes selected. Confirm that one is selected (click to select one if there are none) before continuing onto (E). It does not matter which location is selected so long as one is.
Note: SiteLink allows individual roles to move-in Leads. You will need to complete Steps (F), (G), (H), (I),& (J) for each desired role you want restricted from moving in Leads.
(E)
ClickClick the Security
LevelLevel dropdown
andand select the desired role. Note: This is actually at the bottom of the window but needs to be completed first.
(F)
Deselect theDeselect the Move
InIn checkbox.
(G)
ClickClick OK.
(H) Are Your Sure You Want to Proceed? - Click Yes.
(I) Transaction Successful -
ClickClick OK.
(J) Would you like to make another adjustment? - Click No.
