From a Walk-in🔧 - External - CallPotential 2.0 Knowledge Base

Step 1 - Open a new Lead card.

Step 2 - Location

image not available

Step 3 - Confirm Location

Step 4 - Complete the script.

(E) Name - While entering the Lead's name, a dropdown of potential matching options may appear. Click on a match to merge this new Lead card to an existing one.
(F) Date Needed - Automatically populated to today's date, update as necessary.
(G) - Complete the rest of the script.

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

Step 5 - Lead Details

(H) Ad Source - Click the dropdown to manually select an option.
(I) Marketing - Click the dropdown to manually select an option.
(J) Type - Click the dropdown to manually select an option.
(K) Date Needed - Reflects what you selected in your script.
(L) Exclusion - Allows the Lead to be removed from certain types of communication.

Step 6 - Select a Unit

(M) Search - Choose to view All or by unit type.
(N) Sort - This allows you to show only available units.
(O) Unit Size - The metric by which units are categorized.
(P) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
(Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass (R) to the right allows you to select a specific unit
(S) Standard Rate - The advertised price for a particular unit.
(T) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
(U) Tax - Any applicable state and local taxes.
(V) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
(W) Special - Any available specials designated by your management team; for example, $1 move-in special.
(X) Select Unit - Click the box next to 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.

Step 7 - Change Lead Type

Note: This is only applicable if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation.

Step 8 - Completing Reservation

(AA) Payment - Click Pay which now appears to enter payment information.

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

Step 9 - Location Details

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

(BB) Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
(CC) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.

Step 9 - Notes

Step 10 - Save

Step 11 - Text permission