Page Comparison

• (A) Greeting - Only available while working with an inbound call or processing a call.(B) Lead  - Lead - If the Lead was originally created in CallPotential, the original Lead/Script script information can be viewed here. All sections described in this guide are part of this main Lead tab.

• (CB) Customer Customer - If the lead rentsthe Lead completed the move in process, this tab will contain their customer Customer account information.

• (DC) History History - Accesses all past communication handled through CallPotential.

• (ED) Search - Only This is only applicable when matching incoming calls to existing records and used to change the record you are working with.

• (FE) Name - Lead Name.

• (GF) Type - Identifies the record type. (HTypes include Lead, Customer, & Previous Customer.  

• (G) Primary number - The primary number on the record/account.

• (IH) Phone Phone dropdown -  Provides Click the dropdown to access to additional phone number(s), if any, that are associated with the account.

• (JI) Phone and TXT icons - Allows the user to call Text - Click one to either call or text the Lead's primary number.

• (KJ) Primary email address address - The primary email on the record/account.

• (LK)Email dropdown - Provides access to  - Click the dropdown to access additional email address(es), if any, associated with the account.

• (ML) Email icon  - Allows the users Click to email the Lead's primary address. 

• (NM) Status - Lead Status is listed as status' include Active, Rented, or Cancelled.

• (ON) Location - The location where the Lead has been saved.

• (PO)  Information - Provides additional details about the location.(QLocation Information - Click this to access important location information such as;

  • Local time

  • Address

  • Website and email address

  • Office and Access Hours

  • Any additional information your management team added

• (P) Neighbors - Provides the ability to view or search for neighboring locations and transfer lead the Lead, if needed.

• (RQ) Start (a manual) Follow-up Eventup - Click to initiate the scheduled, manual followFollow-up event. This may be a call, email or text.

• (SR) Dropdown options - Allows you Click to select additional contact information, if neededavailable.

• (TS) Next Follow-Up - Date of the next scheduled Follow-up event.

• (UT) Information - Click to access Hover over the icon to view details about the next followFollow-up event. If the next Follow up has been delayed, the updated date will appear here along with the communication type (call, text, or email).

• (VU) Delay - Provides the ability to delay the follow Follow up, if appropriate.   We recommend using this feature very rarely. You will need to provide a reason for the delay if used. Depending on your management team's settings, you may not have access to this feature. Note: We recommend using this feature very rarely and always refer to your organization's policies before using.

• (WV) Script - Scripting to walk you through the conversation with Leads. Answers to questions are entered directly in the script. If dealing with an existing Lead card, these are questions that the Lead answered when originally completing the Lead card. If creating a new Lead, these are questions to ask the Lead. Note: Questions with red asterisks are required fields and must be completed in order to save the Lead.

• (XW) Date Needed - This is For a new Lead, this will default to the current date. Adjust to reflect the date the Lead will actually need storage. By default, new lead cards are populated with the current date. Click the calendar icon to select a different date.

• (X) Lead History - This provides important Lead creation information. Click the Information icon for more details.

• (Y) Lead Type dropdown - - Click the dropdown to select the proper Lead Type. It is extremely important to select the proper Lead Type to ensure the Lead is added to the correct followFollow-up campaign. All future followFollow-up events will be scheduled based on the Lead Type you select. 

• (Z) Payment - Click to enter a Reservation payment, if applicable. Note: Depending the Lead Type selected or your management settings, this might not appear in the Lead Card.

• (AA) Exclusion - Click below exclusion to view or change communication exclusion settings for communication with this 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.

• (BB) Ad Source dropdown -  - Click the dropdown to select the Ad source that generated the leadLead. This field is automatically populated on inbound calls . Must manually select an option and must be manually selected for walk-in leadsLeads.

• (CC) Inquiry Type - This field will automatically populate populates with "Call" for inbound phone leads and must be manually selected for walk-in Leads.

• (DD) Date Needed - The date the Lead needs storage. The field will sync with This syncs to the Date Needed in the script.

• (EE) Expiration - Date This is the date the Inquiry or Reservation will expire. Expiration The expiration period is set by your management team. Note: Depending on your property management software, this might not be available.

• (FF) Marketing dropdown - Marketing Marketing - This indicates the marketing source that generated the lead.

• the Lead. Click the dropdown menu to adjust as needed.

• (GG) New Note - Enter any additional notes you'd like to add to the Lead record.

• (HH) Quick Responses dropdown Responses - Provides Click the ability dropdown to quickly add notes from a list of standard responses.

• (II) Add - Click to add the note to the 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.

• (JJ)View More - Click to access additional notes.

• Note: This may not appear if there are no additional notes to view.

• (KK) Inventory Type dropdown - By default, All all units are displayed. Choose from Click the dropdown to view only a specific unit type.

• (LL) Available  Available Unit Selection Selection - Click to show only available units.

• (MM) Unit Description - Unit Size and Type. Click the Unit Size to view specific unit numbers.

• (NN) Availability - Represents This represents the number of available units as well as an available percentage for the particular unit size.

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

• (PP) Rate - List This provides the list price for each unit size. 

• (QQ) Adj Rate - Depending on your management settings, you may have the ability to enter an adjusted rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.

• (RR) Tax - Any Lists any applicable state and local taxes.

• (SS) Total - Sum of either the Rate or Adj Rate (if entered) + tax.

• (TT) Special dropdown - Any  Special dropdown - Click the dropdown to select from any available specials/promotions designated by your management team.

• (UU) Select Unit - Click the corresponding checkbox next to the Unit size the Lead is interested. The first unit selected becomes highlighted in dark blue and is transmitted to your management software. Additional units can by be selected in CallPotential but will not be saved to your management software.

• (VV) Get Directions - Opens Click to open an interactive Google map to help you direct the Lead to your facility.

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

• (XX) Move-in icon - Click to initiate the Move-in process.

• (XXYY) Save - Click to save all updates on the Lead Card. All information will be transmitted to your management software.