Important Terms & Definitions

• This is an API setting that really means
  • "Can save a lead with a unit that does not have any availability"
• If this setting is not checked, the system will NOT let you save a Lead if the unit selected has zero availability. NOTE: StorEdge is the exception, while this setting appears as an option in our API settings page, StorEdge will still block our system from saving a Lead with a unit that has no availability, even if we have the setting checked.

• The Contact Header provides basic contact and status information for the Lead or Customer and is present at the top of all views where interactions happen between employees and customers. For unrecognized numbers, the Contact Header provides the Caller ID-supplied name and phone number.

• Provides an overview of tenant and unit information and allows rent payments to be transacted.

• After selecting an Unprocessed item, the Detail View appears in the middle third of your screen and includes detailed caller information for both recognized and unrecognized calls providing you the ability to listen to the call and disposition it as a Lead, Customer or Other.

• The main published number that Leads or Customers dial to reach a location.
• This is sometimes referred to as the Direct Number, Main Line or Line 1.

• This is the right third of your screen after selecting a recognized item from the Unprocessed list. This provides Lead or Customer details including unit details and historical notes.

• Provides an initial greeting script and the ability to disposition unknown, inbound communication or merge that communication with an existing record.

• An umbrella term that includes the Greeting, Lead and Customer cards.

• Allows Lead information to be completed and saved and provides the functionality for a Lead to become a tenant.

List View

• After selecting an Unprocessed item, the List View becomes condensed to the left third of your screen. This lists all the remaining Unprocessed items with the number matching the number badge above the History icon in the left-hand navigation column.

• This is the right third of your screen after selecting an unrecognized item from the Unprocessed list. This provides you the ability to search for and match potential records.