From an Inbound Call🔧 - External - CallPotential 2.0 Knowledge Base

Step 1 - Open new Lead card.

Step 2 - Location

Step 3 - Complete the script.

(D) Matching Name, Phone Number, & Email Address - 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.
(E) Date Needed - This gets auto populated to today's date, update as necessary.
(F) - Complete the rest of the script.

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

Step 4 - Lead Details

(G) Ad Source - Click the dropdown to manually select since this is a walk-in.
(H) Marketing - Click the dropdown to choose the options pulled from your management software.
(I) Type - Click the dropdown to choose the options.
(J) Date Needed - Reflects what you completed in your script.
(K) Exclusions - Allows the Lead to be removed from certain types of communication.

Step 5 - Select a Unit

(L) Search - Choose to view All or only Available units.
(M) Unit Size - The metric by which units are categorized.
(N) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
(O) Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass to the right allows you to select a specific unit.
(P) Standard Rate - The advertised price for a particular unit.
(Q) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
(R) Tax - Any applicable state and local taxes.
(S) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
(T) Special - Any available specials designated by your management team; for example, $1 move-in special.
(U) Select Unit - Click box next to unit size 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 6 - Complete Reservation

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

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

Step 7 - Location Details

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

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

Step 8 - Notes

Step 9 - Save

Step 10 - Text permission