Location Leads Settings

(C) Script Lead Card

Click to select the script card used by default at the location.

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(D) Restrict Ability to Mark Lead as Rented

Toggle on to remove the ability to manually change a Lead’s status to Rented. This is typically enabled and we recommend this stay enabled because Leads will automatically get classified as Rented whether the Move-in is done via CallPotential or your management software.

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(E) Lead Expiration (Days After Date Needed)

Enter the number of days the Lead will remain active after their indicated Date Needed. Depending on your occupancy, you may want to adjust the days listed here in order to free up units for people who will move-in. 

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(F) Update Follow Up Date in Management Software

Toggle on so as Follow-ups are completed in CallPotential, your management software updates as well.

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(G) Require “Ad Source” Field on Lead Card

Toggle on to require that an Ad Source is selected in the Lead card. This field automatically populates based on where a call comes in from. If you also want to require an ad source for walk-in or web-based Leads, enable this for tracking and reporting purposes.

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(H) Require “Inquiry Type” Field on Lead Card

Toggle on to require that an Inquiry Type is selected in the Lead card. For Leads who call in, this field automatically populates as "Phone" and for Leads created with the "New" button, this field automatically populates as "Walk-in". It is important to enable this for tracking and reporting purposes.

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(I) Hide “Inquiry Type” Field on Lead Card

Toggle on to hide Inquiry Type in the Lead card. If you have not required this in (H) and don't intend on tracking the data, you can hide this from your Lead card.

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(J) Require “Marketing Source” Field on Lead Card

Toggle on to require Marketing Source in the Lead card. This list is generated by your management software and having this required is helpful for tracking and reporting purposes. Information you enter here is sent to your management software.

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(K) Hide “Marketing Source” Field on Lead Card

Toggle on to hide Marketing Source in the Lead card. If you have not required this in (J) and don't intend on tracking the data, you can hide this from your Lead card.

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(L) Allow Editing of Marketing Source

When "On", the marketing source will be editable. When "Off", the marketing source will be disabled.

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(M) Downgrade reservation to an inquiry after expiration

When this is switched on, the system will automatically downgrade the reservation to an inquiry at the end of the workflow or at the Lead expiration date. When this is switched off, the Lead will be cancelled at the end of the workflow or at the Lead expiration date.

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(N) Follow Up Workflow

Click to select which default workflow will be assigned to all Leads at a location. Note: Workflows can also be set by Lead type which would override this setting.

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(O) Reset Workflow When Lead Type Changes

Toggle on to start the workflow process over if the Lead type is changed. Different workflows can be associated with different Lead types so changing a Lead from an Inquiry to a Reservation changes the cadence of communication.

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(P) Allow New Lead for Units with No Availability

Allow a Lead to be created for a unit size that is not available. This is utilized in a waitlist scenario when someone is waiting for a unit that has no availability.

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(Q) Allow New Reservations for Reserved Units By (User Type)

Select the user role that can make new reservations for reserved units. This is helpful when you have limited inventory or you want to limit who can reserve "taken" units.

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(R) Show Only “Available” Units by Default

When toggled, only available units will be listed on the inventory list. If this is enabled, you will not see any unavailable units by defaults. To see all units, you will need to click the "Show Unavailable Units" box within the Lead interaction card.

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(S) Available Unit Types

Check the corresponding unit type to make them available for selection in your inventory list. Unchecking a box can be helpful if the location is renovating certain unit types or otherwise doesn't want them displayed in the system.

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(T) Select Longest Vacant Unit First

When not reserving a specific unit, the system will select the unit which has been vacant the longest. When this is off, unit selection is alphanumeric.

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(U) Unit Special Types

Select which promotional categories you want visible in CallPotential. If you have web-specific promotions that you only want displayed on your website, unchecking them in CallPotential will ensure that they are not available when Leads are created in the system.

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(V) Allow Reservation Payments for All Lead Types

Toggle on if you want the ability to take reservation payments. This doesn't require a reservation payment but will display the option to take a reservation payment.

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(W) Require Reservation Payment For a Reservation Lead Type

Enable this to require reservation payments when a Reservation Lead type is selected. 

When this is disabled, you will have the option of taking a reservation payment if (BB) is enabled. If (BB) is not enabled, no option will be displayed when creating the Lead.

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(X) Web App Rate Plan

This is the unit rate displayed in the Lead interaction card's Inventory section when a user is logged into CallPotential via the web application and is not a Call Center Agent.

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(Y) Call Center Rate Plan

This is the unit rate displayed in the Lead interaction card's Inventory section when a Call Center Agent is logged in through the web application.

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(Z) Location Client Rate Plan

This is the unit rate displayed in the Lead interaction card's Inventory section when a user is working at a location within the location client.

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(AA) Round Board/Push Rate Number

Enable this to allow the system to round a rental rate to the nearest tenth of a dollar.

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