Document toolboxDocument toolbox

Lead Types

Owned by Patrick Hauser (Unlicensed)
Last updated: Jun 14, 2023
3 min read

 

RETURN TO THE MAIN SUPPORT PAGE

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 new Lead Types.

Lead types available in your PMS (such as Inquiry or Reservation) are automatically available in CallPotential to use when creating new Leads. CallPotential also provides the ability to create new, custom Lead types allowing you to further customize your follow-up process. This guide explains how to create those new, custom Lead types.

Access

  • (A) Settings icon - Click to access all available administrative settings.

  • (B) Lead Types - Click to access your list of Lead Types. From this page you are able to edit, archive, unarchive and create new Lead Types.



Create a New Lead Type

  • (C) Create New - Clicking this will open a popup window allowing you to create and customize the new Lead Type.



Customize the Lead Type

  • (D) Lead Type - Enter the name of the new, custom Lead Type. After saving your work, this Lead Type will appear in the list of active Lead Types and be available for selection on Lead Cards. One example of how some clients use custom lead types is to differentiate between Web Reservations from Agent Reservations. This allows you to assign a different Follow-up workflow depending on where the Reservation was generated.

  • (E) Workflow Rule - As a default, all Lead Types are set to follow the workflow set at the location level (Location Default). If you would like this Lead Type to use a different follow-up workflow, click the dropdown to assign the workflow. For more information on workflows, click here.

  • (F) Management Software - Click this dropdown to select your Property Management Software (PMS).

  • (G) Transmission Type - Based on the PMS selected, you will be able to select from a unique list of available transmission types (Inquiry, Reservation, etc). The transmission type dictates how the Lead is saved in your PMS. 
    Note: Depending on your PMS, you may see an option of None which means the Lead Type will be saved in CallPotential but not transmitted/saved in your PMS. This is an option if your PMS does not allow you to save Leads selecting a unit size that has no availability.

  • (H) CallPotential Default - There can only be one Default set for each transmission type (Inquiry, Reservation, etc). When Leads are created within CallPotential, they will be assigned the Lead Type that has been set as the default for that transmission type.

  • (I) API Default - If this box is checked, this Lead Type will automatically be selected for Leads created from the API for the selected transmission type. Note: If there are no Lead Types set as "API Default", then the Lead Type used for API Leads will be the CallPotential default Lead Type.

  • (J) Hidden on Lead Card - Click to hide the Lead Type on the Lead card.



Make it Available for Use

  • (K) Save - By clicking Save, the new Lead type will become available for use in the system and will be included in the active list of available Lead Types.