This guide covers various Lead settings specific to our CRM services. Lead settings help manage how you would like to work with Leads within CRM. If you do not subscribe to CRM, these settings are not applicable to your account.
Click the links below for more detailed information.
Please reference Details settings, Leads settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Depending on your Facility Management System (FMS - Edge, SiteLink, etc.) you may not see all options listed below.
From the location list, identify the location you wish to edit and click to open its profile.
The list will default to Location Details. Click Collections to access the location's Collections settings.
Edit General Settings
Script Lead Card: Click to select the script card used by default at the location.
Restrict Ability to Mark Lead as Rented: Toggle on to remove the ability to manually change a Lead’s status to Rented. This is typically enabled and we recommend this stay enabled because Leads will automatically get classified as Rented whether the Move-in is done via CRM or your management software.
Lead Expiration (Days After Date Needed): Enter the number of days the Lead will remain active after their indicated Date Needed. Depending on your occupancy, you may want to adjust the days listed here in order to free up units for people who will move-in.
Update Follow Up Date in Management Software: Toggle on so as Follow-ups are completed in CRM, your management software updates as well..
Edit Marketing Settings
Under Marketing, you can update the following settings:
Require “Ad Source” Field on Lead Card: Toggle on to require that an Ad Source is selected in the Lead card. This field automatically populates based on where a call comes in from. If you also want to require an ad source for walk-in or web-based Leads, enable this for tracking and reporting purposes.
Require “Inquiry Type” Field on Lead Card: Toggle on to require that an Inquiry Type is selected in the Lead card. For Leads who call in, this field automatically populates as "Phone" and for Leads created with the "New" button, this field automatically populates as "Walk-in". It is important to enable this for tracking and reporting purposes.
Hide “Inquiry Type” Field on Lead Card: Toggle on to hide Inquiry Type in the Lead card. If you have not required this in (H) and don't intend on tracking the data, you can hide this from your Lead card.
Require “Marketing Source” Field on Lead Card: Toggle on to require Marketing Source in the Lead card. This list is generated by your management software and having this required is helpful for tracking and reporting purposes. Information you enter here is sent to your management software.
Hide “Marketing Source” Field on Lead Card: Toggle on to hide Marketing Source in the Lead card. If you have not required this in (J) and don't intend on tracking the data, you can hide this from your Lead card.
Allow Editing of Marketing Source: When "On", the marketing source will be editable. When "Off", the marketing source will be disabled.
Downgrade reservation to an inquiry after expiration: When this is switched on, the system will automatically downgrade the reservation to an inquiry at the end of the workflow or at the Lead expiration date. When this is switched off, the Lead will be cancelled at the end of the workflow or at the Lead expiration date.
Edit Workflows Settings
Under Workflows, you can update the following settings:
Follow Up Workflow: Click to select which default workflow will be assigned to all Leads at a location. Note: Workflows can also be set by Lead type which would override this setting.
Reset Workflow When Lead Type Changes: Toggle on to start the workflow process over if the Lead type is changed. Different workflows can be associated with different Lead types so changing a Lead from an Inquiry to a Reservation changes the cadence of communication.
Edit Inventory Settings
Under Inventory, you can update the following settings:
Allow New Lead for Units with No Availability: Allow a Lead to be created for a unit size that is not available. This is utilized in a waitlist scenario when someone is waiting for a unit that has no availability.
Allow New Reservations for Reserved Units By (User Type): Select the user role that can make new reservations for reserved units. This is helpful when you have limited inventory or you want to limit who can reserve "taken" units.
Show Only “Available” Units by Default: When toggled, only available units will be listed on the inventory list. If this is enabled, you will not see any unavailable units by defaults. To see all units, you will need to click the "Show Unavailable Units" box within the Lead interaction card.
Available Unit Types: Check the corresponding unit type to make them available for selection in your inventory list. Unchecking a box can be helpful if the location is renovating certain unit types or otherwise doesn't want them displayed in the system.
Select Longest Vacant Unit First: When not reserving a specific unit, the system will select the unit which has been vacant the longest. When this is off, unit selection is alphanumeric.
Unit Special Types: Select which types of units are enabled for special rates.
Edit Rates & Payments Settings
Under Rates & Payments, you can update the following settings:
Allow Reservation Payments for All Lead Types: Toggle on if you want the ability to take reservation payments. This doesn't require a reservation payment but will display the option to take a reservation payment.
Require Reservation Payment For a Reservation Lead Type: Enable this to require reservation payments when a Reservation Lead type is selected. When this is disabled, you will have the option of taking a reservation payment if (BB) is enabled. If (BB) is not enabled, no option will be displayed when creating the Lead.
Web App Rate Plan: This is the unit rate displayed in the Lead interaction card's Inventory section when a user is logged into CRM via the web application and is not a Call Center Agent.
Call Center Rate Plan: This is the unit rate displayed in the Lead interaction card's Inventory section when a Call Center Agent is logged in through the web application.
Location Client Rate Plan: This is the unit rate displayed in the Lead interaction card's Inventory section when a user is working at a location within the location client.
Round Board/Push Rate Number: Enable this to allow the system to round a rental rate to the nearest tenth of a dollar.
Edit Move-In Settings
For more information on Location Move-In settings, please click here.
Edit CRM Settings:
Under CRM (Lead Manager) Features, you can update the following settings:
Sync Leads: Turn on this option to sync leads at your location. Note: This option is enabled and set to On at the top account level, and can be turned off if you want to stop the migration of leads from your FMS to a specific location within your account.
Lead Workflows: Turn on this option to include potential customers at your location in lead workflow communications.