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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 to 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)
DateDate Needed - Automatically populated to today's date, click
thethe Calendar to update as necessary.
Lead Details
(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 - Click Click to access and select an option.
(J) Inquiry Type Inquiry Type dropdown - This has been automatically populated based on your management settings.
(K) Date Date Needed - Reflects what you 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.
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 orAll or by unit type.
(O)
SortFilter - 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)
SearchSearch - Click
thethe magnifying glass to search for that unit's availability at other locations.
(S)
RateRate - The advertised, standard, price for a particular unit.
(T) Adj Rate - Depending on your management settings, you can adjust the Rate.
ClickClick %
toto see the minimum and maximum adjustable range. A
modifiedmodified Adj Rate
overridesoverrides Rate.
(U)
TaxTax - Any applicable state and local taxes.
(V)
TotalTotal - 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
correspondingcorresponding checkbox
nextnext 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.
(Y) Lead Type dropdown - To create a reservation, click the dropdown and choose Reservation.
Take Reservation Payment - This is only applicable if your management team has enabled this feature.
(Z) Pay- After selecting Reservation from the dropdown, click the 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
(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.
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.
(
GGHH) 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.
