This guide explains how to manage standard Lead types and create new custom ones in CallPotential. When working in a Lead card, and depending on the type selected, users do not necessarily need to select a specific unit in order to have a Lead entered into a workflow.
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 create or edit custom Lead Types.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Lead Types - Click to access the full list of Lead Types.
- (C) Create New - Click to begin creating a new Lead Type.
 The Lead types, Inquiry and Reservation, talk back and forth between CallPotential and your management software. The other Lead type, None, doesn't. Since it doesn't talk with your management software, it can be used when a Lead selects a unit type with no current availability and is willing to wait until a specific unit size becomes available. |
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Create New Lead Type
- (D) Lead Type - Enter the Lead Type name as it will appear for selection and use in the system.
| The main difference between the Lead types, Inquiry and Reservation, is the idea of making a commitment. Reservations are commitments and indicate the Lead has a specific timetable to move in. Depending on your system configuration, they may also need to make a payment. Inquiries are just that, a Lead is simply shopping around with no commitment or guaranteed hold on the unit they want. |
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- (E) Workflow Rule dropdown - This will initially default to Location Default. You can leave it as Location Default or click the dropdown to select from your list of standard and custom workflows. Each workflow will contact the Lead at different times via different communication sequences, all in an effort to get them to move in. Click to learn more about creating and editing workflows and configuring workflow templates.
- (F) Management Software dropdown - This will initially default to SITELINK. Click the dropdown to select which management software this will apply.
- (G) Transmission Type dropdown - This will initially default to INQUIRY. Click the dropdown to select the transmission type.
- (H) Default checkbox - This will initially default to being unchecked. Check this to make your new Lead Type selection the new default option. WHAT DOES MAKING THIS DEFAULT REALLY DO?
- (I) Save - Click to make this new Lead Type available for use in the system and return to your Lead Type list.
- (J) Cancel - Click to discard changes and return to the Lead Type list.
