Note: Depending on how many locations you are assigned, you may need to choose a location via a popup window.
Step 2 - Complete the script.
Matching Names - Click on a matching name that appears in this dropdown to merge this new Lead card to an existing one.
Date Needed is auto populated to today's date, update as necessary.
Complete the rest of the script.
Step 3 - Lead Types
Note: Click here for more detailed information on Lead Types.
Ad Source - Click the dropdown to manually select since this is a walk-in.
Marketing - Click the dropdown to choose the options pulled from your management software.
Type - Click the dropdown to choose the options.
Date Needed - Reflects what you completed in your script.
Exclusions - Allows the Lead to be removed from certain types of communication.
Step 4 - Select a Unit
Search - Choose to view all or only available units.
Unit Size - The metric by which units are categorized.
Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
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.
Standard Rate - The advertised price for a particular unit.
Adjusted Rate - Depending on your management settings, you can adjust the standard rate.
Tax - Any applicable state and local taxes.
Total - Sum of either the Standard Rate or Adjusted Rate + tax.
Special - Any available specials designated by your management; for example, $1 move-in special.
Click box next to unit size Lead is interested in. That unit will turn blue; additional units selected will be pink and not transmitted to your property management software.
Step 5 - Complete Reservation
Note: This is only applicable if your management has enabled this feature. Make sure only one unit is selected.
Click the Lead Type dropdown and choose Reservation.
Click the Pay icon that now appears to enter Lead's payment information.
Step 6 - Location Details
Note: This may be customized by your management company.
Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
Send Directions - Allows you to send turn-by-turn directions straight to your facility from the Lead's location via text or email.
