Step 1 - Open New Lead Card
- Click New (A).
Step 2 - Location
- Click Location dropdown (B).
- Select Location (C).
Step 3 - Confirm Location
- Click Confirm (D).
Step 4 - Complete the Script
- (E) Name - While entering the Lead's name, a dropdown of potential matching options may appear. Click on a match to merge this new Lead card to an existing one.
- (F) Date Needed - Automatically populated to today's date, update as necessary.
- (G) - Complete the rest of the script.
Note: The script is customized by your management team and may look slightly different than this example.
Step 5 - Lead Details
- (H) Ad Source - Click the dropdown to manually select an option.
- (I) Marketing - Click the dropdown to manually select an option.
- (J) Type - Click the dropdown to manually select an option.
- (K) Date Needed - Reflects what you selected in your script.
- (L) Exclusion - Allows the Lead to be removed from certain types of communication.
Step 6 - Select a Unit
- (M) Search - Choose to view All or by unit type.
- (N) Sort - This allows you to show only available units.
- (O) Unit Size - The metric by which units are categorized.
- (P) Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
- (Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass (R) to the right allows you to select a specific unit
- (S) Standard Rate - The advertised price for a particular unit.
- (T) Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
- (U) Tax - Any applicable state and local taxes.
- (V) Total - Sum of either the Standard Rate or Adjusted Rate + tax.
- (W) Special - Any available specials designated by your management team; for example, $1 move-in special.
- (X) Select Unit - Click the box next to unit size the Lead is interested. The first unit selected will turn blue; additional units selected will be pink and not transmitted to your property management software.
Step 7 - Change Lead Type
Note: This is only applicable if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation.
- Lead Type - Click the dropdown (Y) and choose Reservation (Z).
Step 8 - Complete Reservation
- (AA) Payment - Click Pay which now appears to enter payment information.
Note: Click here for more detailed information on Lead Types.
Step 9 - Location Details
Note: These tabs and their contents may be customized by your management team.
- (BB) Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
- (CC) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.
Step 10 - Notes
- (DD) - Enter notes summarizing conversation.
- (EE) - Click Add.
Step 11 - Save
- (FF) - Click Save.
Step 12 - Text Permission
- (GG) - Click Yes to confirm you've obtained text permission.
