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 Details settings, Collections settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings 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.
- (B) Leads - Click to access the location's Leads settings.
Edit Leads Settings
General
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (C) Script Lead Card | Click to select the script card used by default at the location. | All |
| (D) Restrict Ability to Mark Lead as Rented | Toggle on to remove the ability to manually change a Lead’s status to Rented. | SiteLink, StorEdge, DoorSwap, Yardi |
| (E) Lead Expiration (Days After Date Needed) | Enter the number of days the Lead will remain active after their indicated Date Needed. | SiteLink, StorEdge, DoorSwap, Yardi |
| (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 Type | Toggle if you want a reservation payment to be required whenever a reservation is created. | SiteLink |
Marketing
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (H) Require “Ad Source” Field on Lead Card | Toggle on to require that an Ad Source is selected in the Lead card. | SiteLink, StorEdge, Yardi |
| (I) Require “Inquiry Type” Field on Lead Card | Toggle on to require that an Inquiry Type is selected in the Lead card. | SiteLink, StorEdge, Yardi |
| (J) Hide “Inquiry Type” Field on Lead Card | Toggle on to hide Inquiry Type in the Lead card. | SiteLink |
| (K) Require “Marketing Source” Field on Lead Card | Toggle on to require Marketing Source in the Lead card. | SiteLink, StorEdge, Yardi |
| (L) Hide “Marketing Source” Field on Lead Card | Toggle on to hide Marketing Source in the Lead card. | SiteLink |
| (M) Restrict Ability to Edit Marketing Source | Toggle on to restrict the Ability to Edit Marketing Source in the Lead card. | SiteLink, StorEdge, DoorSwap, Yardi |
| (N) Allow Downgrading Reservation to Inquiry | Toggle on to provide the ability to have an expired Reservation downgraded to an Inquiry instead of being cancelled. | SiteLink |
Workflows
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (O) 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 |
| (P) Reset Workflow When Lead Type Changes | Toggle on to start the workflow process over if the Lead type is changed. | All |
Inventory
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (Q) Allow New Lead for Units with No Availability | Allow a Lead to be created for a unit size that is not available. | SiteLink |
| (R) Allow New Reservations for Reserved Units By (User Type) | Select the user type that can create a reservation for a unit that is already reserved. | SiteLink |
| (S) Show Only “Available” Units by Default | When toggled, only available units will be listed on the inventory list. | SiteLink, StorEdge, DoorSwap, Yardi |
| (T) Available Unit Types | Click to make specific unit types available in the inventory list. | All |
| (U) 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 unchecked, unit selection is alphabetical. | SiteLink |
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (V) 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 - Everywhere | If checked, specials listed under the Everywhere category will be displayed. | SiteLink, StorEdge, DoorSwap, Yardi |
| (X) Unit Special Types - Client Only | If checked, specials listed under the Client Only category will be displayed. | SiteLink, StorEdge, DoorSwap, Yardi |
| (Y) Unit Special Types - Website Only | If checked, specials listed under the Website Only category will be displayed. | SiteLink, StorEdge, DoorSwap, Yardi |
| (Z) Unit Special Types - Kiosk Only | If checked, specials listed under the Kiosk Only category will be displayed. | SiteLink, StorEdge, DoorSwap, Yardi |
| (AA) Unit Special Types - Call Center and Corp Only | If checked, specials listed under the Call Center and Corp Only category will be displayed. | SiteLink, StorEdge, DoorSwap, Yardi |
Rates & Payment
| Field Name | Field Description | Supported Integration |
|---|---|---|
| (BB) Allow Reservation Payments for All Lead Types | Toggle on if you want the ability to take reservation payments. | SiteLink, SSM |
| (CC) Web App Rate Plan | Click to select the default rate to be displayed in the web app. | SiteLink, StorEdge, DoorSwap, Yardi |
| (DD) Call Center Rate Plan | Click to select the default rate to be displayed in the call center. | SiteLink, StorEdge, DoorSwap, Yardi |
| (EE) Location Client Rate Plan | Click to select the default rate to be displayed in the location client. | SiteLink, StorEdge, DoorSwap, Yardi |
| (FF) Round Board/Push Rate Number | Toggle on to allow the system to round a rental rate to the nearest tenth of a dollar. | SiteLink, StorEdge, DoorSwap, Yardi |
Move-in
| Field Name | Field Description | Supported 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) eSign | Toggle on to enable the sending of eSign documents through CallPotential during the Move-in process. | SiteLink, StorEdge, DoorSwap, Yardi |
| (II) eSign Methods | Click 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 Template | Click the dropdown to select which message is sent a Customer in the event their payment does not go through. | Yardi |
| (KK) Default Rental Period Length | Click to select the rental length. | SiteLink |
| (LL) Default Keypad Zone | Click to select the zones given access to by default. | SiteLink |
| (MM) Gate Access Times | Click to select the time when gates can be accessed. | SiteLink |
| (NN) Gate Code Generated From | Click to select how the gate code will be generated. | SiteLink |
| (OO) eSign Rental SMS Template | Click 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 Template | Click 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 Fields | Click to select which fields are required when completing a Move-in. | SiteLink, Yardi, StorEdge |
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (RR) Cancel - Click to discard any edits made to the location and return to the Location list.
- (SS) Save - Click to save edits and return to the Location list.
