Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Lead Summary
Reference Column
- (A) Location - Every location associated with your account.
Account-wide View
(B) Total Leads - The total number of Leads that were created.
(C) Active - The number of Leads that are still Active.
(D) Rented - The number of Leads that have Rented.
(E) Lost - The number of Leads that have been Cancelled.
(F) Closing % - The Lead closing percentage.
- (G) Total Follow-ups - The total number of Follow-ups that have been completed.
- (H) Manual - The number of manually completed Follow-ups.
- (I) Auto - The number of automatically completed Follow-ups.
- (J) Delayed - The number of Delayed Follow-ups.
- (K) Avg Outstanding - The average number of outstanding events.
- (L) Time to First - The average time to complete the first manual Follow-up event compared to the time it was scheduled to be completed (format DD:HH:MM).
Lead Details - Click a location name to access detailed location information for the given date range. You can download and email this detailed view to relevant stakeholders. Click your browser's back button to return to the account-wide view.
Reference Column
- (M) Location - Every location associated with your account.
Location Details
- (N) Name - The Lead's name.
- (O) Phone - The Lead's primary phone number.
- (P) Status - The current Lead status.
- (Q) Lead Creator - The employee's name who created the Lead. System indicates an API Lead.
- (R) Created Date/Time - The date and time the Lead was created.
- (S) Calls - The total number of calls to or from the Lead.
- (T) Ad Name - Indicates the tracking line that the Lead called in on.
- (U) Lead Type - Lead type (Inquiry, Reservation, etc.). Note: Additional types may be listed depending on which property management software your company uses.
- (V) Follow-ups - The number of Follow-ups completed for the Lead.
- (W) Unit Type - The type of unit that the Lead has inquired about, Reserved or Rented.
- (X) Unit Size - Unit size.
- (Y) Rate - Unit price. Note: Click the 3 rows of lines to filter this column.
- (Z) Special - Indicates which special is applied to the unit price.
- (AA) Rented Date - The date which the Lead rented (moved-in).
- (BB) Transferred - Indicates whether or not the Lead was neighbored.
