This guide covers various Location settings specific to moving in a Lead. Move in settings help manage how users interact with Leads during the Move-In process and within the Lead card. 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.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and edit move-in options.
Access
- (A) Edit Pencil - From the location list, identify the location you wish to edit and click to open its settings.
- (B) Leads - Click to access the location's Move-In settings.
Edit Move-in Options - Note: Depending on your property management software, you may need to scroll to the bottom of the page to find these settings.
| Field Name | Field Description | Supported Integrations |
|---|---|---|
| When selected, the Move-In button will not appear on Lead cards. | SiteLink, StorEdge, Doorswap, SSM, Hummingbird |
| When selected, eSign information will be displayed during the move-In process. | SiteLink, StorEdge, Doorswap |
| Click to select from the available rental length periods. | SiteLink |
| Click to select from the available location keypad access zones. | SiteLink |
| Field Name | Field Description | Supported Integrations |
|---|---|---|
| Click to select from the available gate access times. Choices are either 24 Hour Access or Business Hours. For more information on location hours, click here and refer to steps (S) & (T). | SiteLink |
| Click to determine how a tenant’s gate code is generated; options include Phone and Random. If Phone is selected, the gate code will be generated from the tenant’s phone number. If Random is selected, the tenant’s gate code will be randomly assigned. | SiteLink, StorEdge, Doorswap |
| Toggle this on to have access to (J) & (K). Note: The system doesn't save settings for (J) & (K) if this is setting is toggled off. | SiteLink, StorEdge, Doorswap SSM, Hummingbird |
| Indicate the minimum and maximum number of digits required for the gate code. Note: The digit limit is 11. | SiteLink, StorEdge, Doorswap, SSM, Hummingbird |
| Enter the highest combination of digits allowed. For example, if you set 11 for the maximum number of digits allowed, you can enter 99999999999. | SiteLink, StorEdge, Doorswap, SSM, Hummingbird |
| Click the dropdown to select a default text template used for sending an eSign agreement via text. | SiteLink, Doorswap This setting will not apply for StorEdge integration. StorEdge controls the eSign sending process. Clicking the "Send" button in CallPotential will cause StorEdge to send the eSign link to the email or phone number we specify. |
| Click to select a default email template used for sending an eSign agreement via email. | SiteLink, Doorswap This setting will not apply for StorEdge integration. StorEdge controls the eSign sending process. Clicking the "Send" button in CallPotential will cause StorEdge to send the eSign link to the email or phone number we specify. |
| Field Name | Field Description | Supported Integrations |
|---|---|---|
| Users are allowed to define optional and required fields during the Move-In process. Note: You may select and edit more than 1 field at a time. | SiteLink, StorEdge, Doorswap, SSM, Hummingbird |
| Click to move the selected field(s) to the other column. | SiteLink, StorEdge, Doorswap, SSM, Hummingbird |
Apply Changes - Note: Depending on your property management software, you may need to scroll back to the top of the page to access Save & Cancel.
- (P) Cancel - Click to discard any changes made and return to the Location list.
- (Q) Save - Click to save changes and return to the Location list.
