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Patrick Hauser (Unlicensed)

Matt Myford

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Step 1 - Open new Lead card.

  • Click the + sign (A).

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Step 2 - Location

  • Select your location (B).
  • Click Confirm (C).

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Step 3 - Complete the script.

(D) Matching Name, Phone Number, & Email Address

RETURN TO THE MAIN SUPPORT PAGE

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.

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Select & Confirm Location

  • (B) Location dropdown - From the New Lead popup, click the dropdown to access available locations.

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  • (C) Location - Select the location the Lead is interested.

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  • (D) Confirm - Click to confirm the new Lead's location.

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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

    options

    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.

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  • (

    E

    G)

    Date

     Date Needed -

    This gets auto

    Automatically populated to today's date, click the Calendar to update as necessary.

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Lead Details

  • (

    F

    H) Exclusion -

    Complete the rest of the script.

Note: The script is customized by your management team and may look slightly different than this example.

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Step 4 - Lead Types

Note: Click here for more detailed information on Lead Types.

  • (G) Ad Source - Click the dropdown to manually select since this is a walk-in.
  • (H) Marketing - Click the dropdown to choose the options pulled from your management software.
  • (I) Type - Click the dropdown to choose the options. 
  • (J) Date Needed - Reflects what you completed in your script.
  • (K) Exclusions - Allows the Lead to be removed from certain types of communication.

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Step 5 - Select a Unit

  • (L) Search - Choose to view All or only Available units.
  • (M) Unit Size - The metric by which units are categorized.
  • (N) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
  • (O) Availability

    Click None to exclude the Lead from Follow-up events.

  • (I) Ad Source dropdown - Click to access and select an option.

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

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

  • (L) 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.

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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.

Step 6 - Complete Reservation 

Note: This is only applicable if your management team has enabled this feature.

  • (N) Inventory dropdown - Choose to view All or by unit type.

  • (O) 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.

    Clicking the magnifying glass to the right allows you to select a specific unit.(P) Standard Rate - The advertised

  • (R) Search - Click the magnifying glass to search for that unit's availability at other locations.

  • (S) Rate - The advertised, standard, price for a particular unit. 

  • (

    Q

    T)

    Adjusted

     Adj Rate - Depending on your management settings, you can adjust

    the Standard

    the Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.

  • (

    R

    U)

    Tax

     Tax - Any applicable state and local taxes.

  • (

    S

    V)

    Total

     Total - Sum of either the

    Standard

    Rate or

    Adjusted

    Adj Rate (whichever is lower) + tax.

  • (

    T

    W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.

  • (

    U

    X)

     Select

     Select Unit - Click

    box next to unit size

    the corresponding checkbox next to the Unit size the Lead is interested.

      The first unit selected will turn blue; additional units selected will be pink and not transmitted to your property management software.
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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.

  • (

    V

    Y) Lead Type

    - Click

    dropdown - To create a reservation, click the dropdown and choose Reservation.

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

  • (

    W

    Z)

    Payment - Click Pay which now appears

     Pay- After selecting Reservation from the dropdown, click the Pay icon to enter payment information. 

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Step 7 -


Location Details

Note: The

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

  • (

    X

    AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.

  • (

    Y

    BB) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.

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Step 8 - Notes

  • (Z) - Enter notes summarizing conversation.
  • (AA) - Click Add.

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Step 9 - Save

  • (BB) - Click Save.

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Step 10 - Text permission

  • (CC) - Click Yes to confirm you've obtained text permission.
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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.

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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.

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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.

  • (HH) Text Permission popup - After Saving the Lead card, click Yes to 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.

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