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This guide covers various Lead settings specific to CallPotential's Lead Manager services. Lead settings help manage how you would like to work with Leads within the CallPotential system. If you do not subscribe to CallPotential's Lead Manager, these settings are not applicable to your account.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

You must be signed into the Web Client as an Administrator to access this option.

Click the links below for more detailed information.

Please

reference

reference Details settings, Collections settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings

to

to learn how to edit additional location settings.

Access

(A) Edit Pencil - From the location list, identify the location you wish to edit and click to open its profile.

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(B)Leads - Click to access the location's Leads settings.

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Edit Leads Settings

General

Field Name	Field Description	Supported Integration(s)
(C) Script Lead Card	Click to select the script card used by default at the location.

All

SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(D) Restrict Ability to Mark Lead as Rented	Toggle on to remove the ability to manually change a Lead’s status to Rented. This is typically enabled and we recommend this stay enabled because Leads will automatically get classified as Rented whether the Move-in is done via CallPotential or your management software.	SiteLink, StorEdge, Door Swap, SSM,

DoorSwap

Hummingbird,

Yardi

SSM Next Gen
(E) Lead Expiration (Days After Date Needed)	Enter the number of days the Lead will remain active after their indicated Date Needed. Depending on your occupancy, you may want to adjust the days listed here in order to free up units for people who will move-in.	SiteLink,

StorEdge, DoorSwap, Yardi

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Door Swap
(F) Update Follow Up Date in Management Software	Toggle on so as Follow-ups are completed in CallPotential, your management software updates as well.	SiteLink

(G) Require Reservation Payment For a Reservation Lead TypeToggle if you want a reservation payment to be required whenever a reservation is created.SiteLink

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Marketing

Field Name	Field Description	Supported Integration(s)
(

H

G) Require “Ad Source” Field on Lead Card

Toggle on to require that an Ad Source is selected in the Lead card. This field automatically populates based on where a call comes in from. If you also want to require an ad source for walk-in or web-based Leads, enable this for tracking and reporting purposes.

SiteLink, StorEdge

, Yardi

, Door Swap, SSM, Hummingbird, SSM Next Gen

(

I

H) Require “Inquiry Type” Field on Lead Card

Toggle on to require that an Inquiry Type is selected in the Lead card. For Leads who call in, this field automatically populates as "Phone" and for Leads created with the "New" button, this field automatically populates as "Walk-in". It is important to enable this for tracking and reporting purposes.

SiteLink, StorEdge

, Yardi

, Door Swap, SSM, Hummingbird, SSM Next Gen

(

J

I) Hide “Inquiry Type” Field on Lead Card	Toggle on to hide Inquiry Type in the Lead card. If you have not required this in (H) and don't intend on tracking the data, you can hide this from your Lead card.	SiteLink, StorEdge, Door Swap, SSM Next Gen
(

K

J) Require “Marketing Source” Field on Lead Card

Toggle on to require Marketing Source in the Lead card. This list is generated by your management software and having this required is helpful for tracking and reporting purposes. Information you enter here is sent to your management software.

SiteLink, SSM, StorEdge,

Yardi

SSM Next Gen

(

L

K) Hide “Marketing Source” Field on Lead Card	Toggle on to hide Marketing Source in the Lead card. If you have not required this in (J) and don't intend on tracking the data, you can hide this from your Lead card.	SiteLink, SSM, SSM Next Gen
(

M) Restrict Ability to Edit

L) Allow Editing of Marketing Source

Toggle on to restrict the Ability to Edit Marketing Source in the Lead card

When "On", the marketing source will be editable. When "Off", the marketing source will be disabled.

SiteLink,

StorEdge

StorEdge,

DoorSwap

SSM,

Yardi

SSM Next Gen

(

N) Allow Downgrading Reservation to InquiryToggle on to provide the ability to have an expired Reservation downgraded to an Inquiry instead of being cancelled.SiteLink

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M) Downgrade reservation to an inquiry after expiration

When this is switched on, the system will automatically downgrade the reservation to an inquiry at the end of the workflow or at the Lead expiration date. When this is switched off, the Lead will be cancelled at the end of the workflow or at the Lead expiration date.

SiteLink, Door Swap

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Workflows

Field Name	Field Description	Supported Integration(s)
(

O

N) Follow Up Workflow

Click to select which default workflow will be assigned to all Leads at a location. Note: Workflows can also be set by Lead type which would override this setting.

All

SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen

(

P

O) Reset Workflow When Lead Type Changes

Toggle on to start the workflow process over if the Lead type is changed.

All

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Different workflows can be associated with different Lead types so changing a Lead from an Inquiry to a Reservation changes the cadence of communication.

SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen

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Inventory

Field Name	Field Description	Supported Integration(s)
(

Q

P) Allow New Lead for Units with No Availability	Allow a Lead to be created for a unit size that is not available. This is utilized in a waitlist scenario when someone is waiting for a unit that has no availability.	SiteLink, Door Swap, SSM, Hummingbird, SSM Next Gen
(

R

Q) Allow New Reservations for Reserved Units By (User Type)

Select the user

type

role that can

create a reservation for a unit that is already reserved

make new reservations for reserved units. This is helpful when you have limited inventory or you want to limit who can reserve "taken" units.	SiteLink
(

S

R) Show Only “Available” Units by Default

When toggled, only available units will be listed on the inventory list. If this is enabled, you will not see any unavailable units by defaults. To see all units, you will need to click the "Show Unavailable Units" box within the Lead interaction card.

SiteLink, StorEdge,

DoorSwap, Yardi

Door Swap, SSM, Hummingbird, SSM Next Gen

(

T(U

S) Available Unit Types

Click to make specific unit types available in the inventory list.All

Check the corresponding unit type to make them available for selection in your inventory list. Unchecking a box can be helpful if the location is renovating certain unit types or otherwise doesn't want them displayed in the system.	SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen
(T)Select Longest Vacant Unit First	When not reserving a specific unit, the system will select the unit which has been vacant the longest. When this is off, unit selection is

alphabetical

alphanumeric.

SiteLink

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Field Name	Field Description	Supported Integration(s)
(

V

U) Unit Special Types

Select which promotional categories you want visible in CallPotential

. Note: These options are only available if using SiteLink. SiteLink(W) Unit Special Types - EverywhereIf checked, specials listed under the Everywhere category will be displayed

.

SiteLink, StorEdge, DoorSwap, Yardi(X) Unit Special Types - Client OnlyIf checked, specials listed under the Client Only category will be displayed.SiteLink, StorEdge, DoorSwap, Yardi(Y) Unit Special Types - Website OnlyIf checked, specials listed under the Website Only category will be displayed.SiteLink, StorEdge, DoorSwap, Yardi(Z) Unit Special Types - Kiosk OnlyIf checked, specials listed under the Kiosk Only category will be displayed.SiteLink, StorEdge, DoorSwap, Yardi(AA) Unit Special Types - Call Center and Corp OnlyIf checked, specials listed under the Call Center and Corp Only category will be displayed.SiteLink, StorEdge, DoorSwap, Yardi

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If you have web-specific promotions that you only want displayed on your website, unchecking them in CallPotential will ensure that they are not available when Leads are created in the system.

SiteLink, Door Swap

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Rates & Payment

Field Name	Field Description	Supported Integration(s)
(

BB

V) Allow Reservation Payments for All Lead Types

Toggle on if you want the ability to take reservation payments.

SiteLink, SSM(CC

This doesn't require a reservation payment but will display the option to take a reservation payment.

SiteLink, Door Swap

(W) Require Reservation Payment For a Reservation Lead Type

Enable this to require reservation payments when a Reservation Lead type is selected.

When this is disabled, you will have the option of taking a reservation payment if (BB) is enabled. If (BB) is not enabled, no option will be displayed when creating the Lead.

SiteLink, Door Swap

(X) Web App Rate Plan

Click to select the default rate to be displayed in the web app

This is the unit rate displayed in the Lead interaction card's Inventory section when a user is logged into CallPotential via the web application and is not a Call Center Agent.

SiteLink, StorEdge, Door Swap,

DoorSwap

SSM,

Yardi

Hummingbird

(

DD

Y) Call Center Rate Plan

Click to select the default rate to be displayed in the call center

This is the unit rate displayed in the Lead interaction card's Inventory section when a Call Center Agent is logged in through the web application.

SiteLink, StorEdge, Door Swap,

DoorSwap

SSM,

Yardi

Hummingbird

(

EE

Z) Location Client Rate Plan

Click to select the default rate to be displayed in

This is the unit rate displayed in the Lead interaction card's Inventory section when a user is working at a location within the location client.

SiteLink, StorEdge,

DoorSwap, Yardi

Door Swap, SSM, Hummingbird

(

FF

AA) Round Board/Push Rate Number

Toggle on

Enable this to allow the system to round a rental rate to the nearest tenth of a dollar.

SiteLink,

StorEdge, DoorSwap, Yardi

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StorEdge, Door Swap

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Move-in

Field NameField DescriptionSupported Integration(GG) Hide Move-In Button on Lead Card

Toggle on to disable the ability to process a move-in through CallPotential.

SiteLink, StorEdge, Doorswap, Yardi, SSM(HH) eSignToggle on to enable the sending of eSign documents through CallPotential during the Move-in process.SiteLink, StorEdge, DoorSwap, Yardi(II) eSign MethodsClick the dropdown to select the correct option, ensuring CallPotential emails or texts the correct URL to the Customer so they can access their eSign documents at move-in.Yardi(JJ) Payment Failure Email TemplateClick the dropdown to select which message is sent a Customer in the event their payment does not go through.Yardi(KK) Default Rental Period LengthClick to select the rental length.SiteLink(LL) Default Keypad ZoneClick to select the zones given access to by default.SiteLink(MM) Gate Access TimesClick to select the time when gates can be accessed.SiteLink(NN) Gate Code Generated FromClick to select how the gate code will be generated.SiteLink(OO) eSign Rental SMS TemplateClick to select the default template to be used when sending an SMS during the Move-in process.SiteLink, StorEdge, DoorSwap, Yardi(PP) eSign Rental Email TemplateClick to select the default template to be used when sending an email during the Move-in process.SiteLink, StorEdge, DoorSwap, Yardi(QQ) Optional vs Required Move-in FieldsClick to select which fields are required when completing a Move-in.SiteLink, Yardi, StorEdge

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- Note: For more information on Location Move-In settings, please click here.

Save - Note: You may need to scroll back to the top to access Save & Cancel.

(

RR

BB) Cancel - Click to discard any edits made to the location and return to the Location list.
(

SS

CC) Save - Click to save edits and return to the Location list.

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Versions Compared

Old Version 49

New Version Current

Key

Access

Edit Leads Settings

General

Marketing

Workflows

Inventory

Rates & Payment

Move-in

- Note: For more information on Location Move-In settings, please click here.

Save - Note: You may need to scroll back to the top to access Save & Cancel.