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Configuring Lead Required Fields

Owned by Patrick Hauser (Unlicensed)

Last updated: Jun 13, 2023

3 min read

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This guide explains how to set which fields as required when either creating a new Lead or processing a Move-in.

Access

(A) Corporate - Click to open your Corporate dashboard.

(B) Settings - Click to open your Settings dashboard.

(C) Software Settings - Click to open your software settings.
(D) Required Fields - Click to open your list of Required Field Sets.

Create a New Required Field Set - Note: If you want to edit an existing Set, skip to (H).

(E) Add New Required Field Set - If you want to create a brand new set of required fields, click here. You'll be asked to create its name and associated facility(ies).

(F) Name - Enter the required field set name.
(G) Facility selection - Click the dropdown to select which facility(ies) you would like the required fields associated with. Note: After completing this step, continue to (I).

Edit an Existing Required Field Set

(H) Edit - Select the Set you would like to edit.

(I) Tenant Information -
- The following fields should be left as "Never"
  - Middle Initial
  - Date Of Birth
- You can adjust these fields to "Required"
  - Last Name
  - Email
  - Phone Number

(J) Driver/Vehicle Information -
- The following fields should be left as "Never"
  - Storing Motor Vehicle
  - Drivers License Expiration Date
  - Vehicle Make
  - Vehicle Model
  - Vehicle VIN
- You can adjust these fields to "Required"
  - Drivers License Number
  - Drivers License State
  - Vehicle License Plate
  - Vehicle License State
  - Vehicle Description

(K) Lien Holder Information - All fields should be left as Never.
(L) Contacts - All fields should be left as Never.

(M) Insurance - This field should be left as Never.
(N) Insurance Information - All fields should be left as Never.

(O) Military Information -
- The following fields should be left as "Never"
  - Brand of Service
  - Place of Birth
  - Military Email Address
  - Last 4 of SSN
  - Current Duty Location
  - Military Rank
  - Military Unit
  - Squadron
  - Division
  - Type of Service
  - Date Entered Service
  - End of Active Service Date
- You can adjust this field to "Required"
  - Military

(P) Commanding Officer Information - All fields should be left as Never.
(Q) Agent Information - All fields should be left as Never.

(R) Tenant Information -
- The following field should be left as "Never"
  - Middle Initial
- You can adjust these fields to "Required"
  - Last Name
  - Email
  - Phone Number
  - Primary Address (not recommended)
(S) Marketing Information -
- The following field should be left as "Never"
  - Length of Stay
- You can adjust this field to "Required"
  - Source

(T) Save - Click to apply your changes.