Note: Depending on how many locations you are assigned, you may need to choose a location via a popup window.
Step 2 - Complete the script.
(B)Matching Names - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a matching name to merge this new Lead card to an existing one.
(C)Date Needed - This gets auto populated to today's date, update as necessary.
(D) - Complete the rest of the script.
Note: The script is customized by your management team and may look slightly different than this example.
Step 3 - Lead Types
Note: Click here for more detailed information on Lead Types.
(E) Ad Source - Click the dropdown to manually select since this is a walk-in.
(F)Marketing - Click the dropdown to choose the options pulled from your management software.
(G)Type - Click the dropdown to choose the options.
(H)Date Needed - Reflects what you completed in your script.
(I)Exclusions - Allows the Lead to be removed from certain types of communication.
Step 4 - Select a Unit
(J)Search - Choose to view All or only Available units.
(K)Unit Size - The metric by which units are categorized.
(L)Unit Type - This has been customized by your management team and includes such types as Climate (controlled) and Parking.
(M)Availability - Represents the number of available units as well as an available percentage for the particular unit size. Clicking the magnifying glass to the right allows you to select a specific unit.
(N)Standard Rate - The advertised price for a particular unit.
(O)Adjusted Rate - Depending on your management settings, you can adjust the Standard Rate.
(P)Tax - Any applicable state and local taxes.
(Q)Total - Sum of either the Standard Rate or Adjusted Rate + tax.
(R)Special - Any available specials designated by your management team; for example, $1 move-in special.
(S)Select Unit - Click box next to unit size 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 5 - Complete Reservation
Note: This is only applicable if your management team has enabled this feature. Make sure only one unit is selected when making a Reservation.
(T)Lead Type - Click the dropdown and choose Reservation.
(U)Payment - Click Pay which now appears to enter payment information.
Step 6 - Location Details
Note: The tabs and their contents may be customized by your management team.
(V)Get Directions - Opens an interactive Google map to help direct the Lead to your facility.
(W)Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.
