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(s) |
|---|---|---|
| (C) Script Lead Card | Click to select the script card used by default at the location. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (D) Restrict Ability to Mark Lead as Rented | Toggle on to remove the ability to manually change a Lead’s status to Rented. This is typically enabled and we recommend this stay enabled because Leads will automatically get classified as Rented whether the Move-in is done via CallPotential or your management software. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (E) Lead Expiration (Days After Date Needed) | Enter the number of days the Lead will remain active after their indicated Date Needed. Depending on your occupancy, you may want to adjust the days listed here in order to free up units for people who will move-in. | SiteLink, Door Swap |
| (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 |
Marketing
| Field Name | Field Description | Supported Integration(s) |
|---|---|---|
| (G) Require “Ad Source” Field on Lead Card | Toggle on to require that an Ad Source is selected in the Lead card. This field automatically populates based on where a call comes in from. If you also want to require an ad source for walk-in or web-based Leads, enable this for tracking and reporting purposes. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (H) Require “Inquiry Type” Field on Lead Card | Toggle on to require that an Inquiry Type is selected in the Lead card. For Leads who call in, this field automatically populates as "Phone" and for Leads created with the "New" button, this field automatically populates as "Walk-in". It is important to enable this for tracking and reporting purposes. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (I) Hide “Inquiry Type” Field on Lead Card | Toggle on to hide Inquiry Type in the Lead card. If you have not required this in (H) and don't intend on tracking the data, you can hide this from your Lead card. | SiteLink, StorEdge, Door Swap, SSM Next Gen |
| (J) Require “Marketing Source” Field on Lead Card | Toggle on to require Marketing Source in the Lead card. This list is generated by your management software and having this required is helpful for tracking and reporting purposes. Information you enter here is sent to your management software. | SiteLink, SSM, StorEdge, SSM Next Gen |
| (K) Hide “Marketing Source” Field on Lead Card | Toggle on to hide Marketing Source in the Lead card. If you have not required this in (J) and don't intend on tracking the data, you can hide this from your Lead card. | SiteLink, SSM, SSM Next Gen |
| (L) Restrict Ability to Edit Marketing Source | Toggle on to restrict the Ability to Edit Marketing Source in the Lead card. Enabling this is necessary if you want to keep the accuracy of the original marketing source a Lead is associated with. | SiteLink, StorEdge, SSM, SSM Next Gen |
| (M) Downgrade reservation to an inquiry after expiration | When this is switched on, the system will automatically downgrade the reservation to an inquiry at the end of the workflow or at the Lead expiration date. When this is switched off, the Lead will be cancelled at the end of the workflow or at the Lead expiration date. | SiteLink, Door Swap |
Workflows
| Field Name | Field Description | Supported Integration(s) |
|---|---|---|
| (N) 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. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (O) Reset Workflow When Lead Type Changes | Toggle on to start the workflow process over if the Lead type is changed. Different workflows can be associated with different Lead types so changing a Lead from an Inquiry to a Reservation changes the cadence of communication. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
Inventory
| Field Name | Field Description | Supported Integration(s) |
|---|---|---|
| (P) Allow New Lead for Units with No Availability | Allow a Lead to be created for a unit size that is not available. | SiteLink, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (Q) 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, SSM Next Gen |
| (R) Show Only “Available” Units by Default | When toggled, only available units will be listed on the inventory list. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (S) Available Unit Types | Click to make specific unit types available in the inventory list. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird, SSM Next Gen |
| (T) 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 off, unit selection is alphabetical. | SiteLink |
| Field Name | Field Description | Supported Integration(s) |
|---|---|---|
| (U) Unit Special Types | Select which promotional categories you want visible in CallPotential. | SiteLink, StorEdge, Door Swap |
| (V) Unit Special Types - Everywhere | If checked, specials listed under the Everywhere category will be displayed. | SiteLink |
| (W) Unit Special Types - Client Only | If checked, specials listed under the Client Only category will be displayed. | SiteLink |
| (X) Unit Special Types - Website Only | If checked, specials listed under the Website Only category will be displayed. | SiteLink |
| (Y) Unit Special Types - Kiosk Only | If checked, specials listed under the Kiosk Only category will be displayed. | SiteLink |
| (Z) Unit Special Types - Call Center and Corp Only | If checked, specials listed under the Call Center and Corp Only category will be displayed. | SiteLink |
| (AA) SpareFoot Only | If checked, specials listed under the SpareFoot category will be displayed. | SiteLink |
Rates & Payment
| Field Name | Field Description | Supported Integration(s) |
|---|---|---|
| (BB) Allow Reservation Payments for All Lead Types | Toggle on if you want the ability to take reservation payments. | SiteLink, Door Swap |
| (CC) Require Reservation Payment For a Reservation Lead Type | Toggle if you want a reservation payment to be required whenever a reservation is created. | SiteLink, Door Swap |
| (DD) Web App Rate Plan | Click to select the default rate to be displayed in the web app. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird |
| (EE) Call Center Rate Plan | Click to select the default rate to be displayed in the call center. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird |
| (FF) Location Client Rate Plan | Click to select the default rate to be displayed in the location client. | SiteLink, StorEdge, Door Swap, SSM, Hummingbird |
| (GG) 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, Door Swap |
Move-in - Note: For more information on Location Move-In settings, please click here.
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (HH) Cancel - Click to discard any edits made to the location and return to the Location list.
- (II) Save - Click to save edits and return to the Location list.
