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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

Select & Confirm 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.

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.

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(M) Did You Receive Permission to Send Texts - a Yes or No answer is required to save the lead.

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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
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.

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Create a Reservation -

This is only available if your management team has enabled this feature.

Make sure only one unit is selected when making a Reservation. Your dropdown options may differ based on your management team's settings.

Take

Take Reservation Payment - This is only applicable if your management team has enabled this feature.

Location Details - These tabs and their contents may be customized by your management team.

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.

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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.
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Save

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.

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Old Version 34

New Version Current

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