Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access Lead History
- (A) Leads icon - Click to access the Follow-ups and All Leads list.
- (B) All - Upon clicking the Leads icon, the list will default to Follow-ups. Click to view all Leads. The All list will show all Leads, including Leads scheduled for Follow-ups.
- (C) Search - Enter to search by specific parameters. The system will dynamically update as you start entering information.
- (D) Status dropdown - The list will default to only Active Leads. Click to search by All, Rented or Cancelled Leads.
- (E) Date Range dropdown - The list will default to show Leads created with no time filters. Click the dropdown to filter the list to show Leads created today, the past 7 days, the past 30 days, or create your own time period.
- (F) Location dropdown - The list will default to show Leads created at all locations you have access. Click the dropdown to search for or filter by specific location.
- (G) Additional filters - Click to further filter the list by name, email, phone number, the employee who created the Lead, Lead ID, or Lead type.
- (H) Apply - Click to apply your filters and update the list accordingly.
- (I) Reset - Click to remove all applied filters.
- Pagination - Enter a (J) page number (out of the total), (K) skip to the next page, and (L) adjust how many results are shown per page.
- (M) Column Titles - All columns can be sorted alphanumerically by clicking the column title once. Click the column title twice to sort the column by reverse alphanumeric order. Click the column title a third time to remove all sorting.
- (N) Open - Click to open the specific Lead card you wish to access.
- (O) History tab - Once inside the Lead card, click to access the full list of historical communication.
Lead History - Note: Inside the History tab, you may click on a communication event for further details. You may also disposition an unknown event or edit a dispositioned event.
- (P) Contact Header - This provides basic personal information including name, phone number, email address, Lead status, Lead ID, and the location the Lead’s record is associated with as well as the ability to Neighbor the Lead.
- (Q) Lead creation - This provides information on who created the Lead, when the Lead was created, and if the Lead was created in CallPotential or through your property management software.
- (R) Status - Color indicates the person’s status when the communication occurred. Green indicates Lead, orange indicates Customer, and Grey indicates an Unknown item.
- (S) Communication type - Indicates the communication type. Types include phone, text, chat, email or voicemail.
- (T) Communication Information - Indicates whether the communication was inbound or outbound and who interacted with the Lead.
- (U) Communication - Shows the length of the call (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
- (V) Location - Indicates the location the Lead is associated.
- (W) Time stamp - The date and time the communication occurred.
