Page Comparison

• (A)New - Click to manually open a new Lead card.

• (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.

• (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

   Date Needed - Automatically populated to today's date, click

  the 

  the Calendar to update as necessary.

• (H) Ad Source dropdown - Click to access and select an optionExclusion - Click None to exclude the Lead from Follow-up events.

• (I) Marketing Ad Source dropdown - Depending on your management settings, you may need to click the dropdown and make a selection. Click to access and select an option.

• (J)  Inquiry Type Inquiry Type dropdown -  This This has been automatically populated to callbased on your management settings.

• (K) Date  Date Needed - Reflects what you completed entered in your script. Clicking the the calendar icon to  to update the date will also update Date Needed in the script.  

• (L) Exclusion - Click None to exclude the Lead from Follow-up events.(M) 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.

• (N) Inventory dropdown - Choose to view

   All or

   All or by unit type.

• (O) 

  Sort

  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

   Search - Click

  the 

  the magnifying glass to search for that unit's availability at other locations.

• (S)

   Rate

   Rate - The advertised, standard, price for a particular unit. 

• (T) Adj Rate - Depending on your management settings, you can adjust the Rate.

  Click 

  Click %

   to

   to see the minimum and maximum adjustable range. A

  modified 

  modified Adj Rate

   overrides

   overrides Rate.

• (U)

   Tax

   Tax - Any applicable state and local taxes.

• (V)

   Total

   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 

  corresponding checkbox

   next

   next to the Unit size the Lead is interested.  

• (Y) Lead Type dropdown

   

  - To create a reservation, click the dropdown

  and choose 

  and choose Reservation.

• (Z) Pay

   

  - After selecting

   

  Reservation

   

  from the dropdown, click

  the Pay icon to enter

  the Pay icon to enter payment information. 

• (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.

• (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.

• (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.