Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Open a New Lead Card
- (A) New - Click to manually open a new Lead card.
Select & Confirm Location
- (B) Location dropdown - From the New Lead popup, click the dropdown to access available locations.
- (C) Location - Select the location the Lead is interested.
- (D) Confirm - Click to confirm the new Lead's location.
Script - The script is customized by your management team and may look slightly different than this example. You may need to scroll down the script to find Date Needed.
- (E) Name - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a match to merge this new Lead card to an existing one.
- (F) Script - Questions with red asterisks are required to be filled in.
- (G) Date Needed - Automatically populated to today's date, click the Calendar to update as necessary.
Lead Details
(H) Ad Source dropdown - Click to access and select an option.
(I) Marketing dropdown - Click to access and select an option.
(J) Inquiry Type dropdown - This has been automatically populated based on your management settings.
(K) Date Needed - Reflects what you entered in your script. Clicking the calendar icon to update the date will also update Date Needed in the script.
(L) Exclusion - Click None to exclude the Lead from Follow-up events.
(M) Expiration - This represents the date the Lead will be canceled from the Follow-up process. Canceled Leads are still searchable.
Select a Unit - The first unit selected becomes highlighted in dark blue and transmitted to your management software while additional units selected become highlighted in a lighter blue and not transmitted to your property management software.
- (N) Inventory dropdown - Choose to view All or by unit type.
- (O) Sort - Click to show only available units.
- (P) Unit Description - Unit Size and Type. Click the Unit Size to search for specific units at your location.
- (Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size.
- (R) Search - Click the magnifying glass to search for that unit's availability at other locations.
- (S) Rate - The advertised, standard, price for a particular unit.
- (T) Adj Rate - Depending on your management settings, you can adjust the Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.
- (U) Tax - Any applicable state and local taxes.
- (V) Total - Sum of either the Rate or Adj Rate (whichever is lower) + tax.
- (W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
- (X) Select Unit - Click the corresponding checkbox next to the Unit size the Lead is interested.
Create a Reservation - This is only available if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation. Your dropdown options may differ based on your management team's settings.
- (Y) Lead Type dropdown - To create a reservation, click the dropdown and choose Reservation.
Take Reservation Payment - This is only applicable if your management team has enabled this feature.
- (Z) Pay - After selecting Reservation from the dropdown, click the Pay icon to enter payment information.
Location Details - These tabs and their contents may be customized by your management team.
- (AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.
- (BB) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.
Notes
- (CC) New Note - When finished interacting with the Lead, click to enter a customized note, summarizing the interaction.
- (DD) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.
- (EE) Add - Click to add the note to the Tenant's account.
Save
- (FF) Save - Click to save the information you're entered while working in the Lead Card.
Confirm Text Permission
- (GG) Text Permission popup - After Saving the Lead card, click Yes to verify that you've obtained text permission from the Lead.
