This guide explains how to manage and create new custom Lead types in CallPotential. Understanding how Lead types work is important as they impact the Follow-up workflow differently. Based on your management software, the standard Lead types, Inquiry and Reservation, transmit back and forth between CallPotential and your management software. The other standard Lead type, None, can be used to select a unit type that has no availability and will not transmit between CallPotential and your management software. This can be useful if the Lead is willing to wait until a specific unit size becomes available.
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 custom Lead Types.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Lead Types - Click to access the full list of Lead Types.
- (C) Create New - Click to begin creating a new Lead Type.
Create New Lead Type
- (D) Lead Type - This will default to Lead Type. Enter the new name as it will appear for use in the system.
- (E) Workflow Rule dropdown - This will initially default to Location Default. Click the dropdown to select the workflow where the new Lead Type will appear. Click to learn more about creating and editing workflows and configuring workflow templates.
- (F) Management Software dropdown - This will initially default to SITELINK. Click the dropdown to select which management software this will apply.
- (G) Transmission Type dropdown - This will initially default to INQUIRY. Click the dropdown to select the transmission type.
- (H) Default checkbox - This will initially default to being unchecked. Check this to make this new Lead Type the default option.
- (I) Save - Click to make the Lead Type available for use and return to the Lead Type list.
- (J) Cancel - Click to discard changes and return to the Lead Type list.
You have the option to select None as a (G) Transmission Type. This allows your employee to select an unavailable unit type for the Lead but hold off on sending that information to either property management software. Once the particular unit type becomes available, your employee can work with the Lead to select the appropriate Lead Type such as Inquiry or Reservation. At that point, all the information that was held from your property management software will be sent, including any associated notes.