Lead types available in your PMS (such as Inquiry or Reservation) are automatically available in Storable CRM to use when creating new Leads. Storable CRM also allows you to create new custom Lead types, further customizing your follow-up process. This guide explains how to create those new, custom Lead types.
Access
(A) Settings icon - Click to access all available administrative settings.
(B) Lead Types - Click to access your list of Lead Types. From this page, you are able to edit, archive, unarchive, and create new Lead Types.
Create a New Lead Type
(C) Create New - Clicking this will open a pop-up window allowing you to create and customize the new Lead Type.
Customize the Lead Type
(D) Lead Type - Enter the name of the new, custom Lead Type. After saving your work, this Lead Type will appear in the list of active Lead Types and be available for selection on Lead Cards. One example of how some clients use custom lead types is to differentiate between Web Reservations and Agent Reservations. This allows you to assign a different Follow-up workflow depending on where the Reservation was generated.
(E) Workflow Rule - As a default, all Lead Types are set to follow the workflow set at the location level (Location Default). If you would like this Lead Type to use a different follow-up workflow, click the dropdown to assign the workflow.
(F) Management Software - Click this dropdown to select your Property Management Software (PMS).
(G) Transmission Type - Based on the selected PMS, you can choose from a unique list of available transmission types (Inquiry, Reservation, etc.). The transmission type dictates how the Lead is saved in your PMS.
Note: Depending on your PMS, you may see the None option, which means the Lead Type will be saved in Storable CRM but not transmitted/saved in your PMS. This is an option if your PMS does not allow you to save Leads when selecting a unit size with no availability.(H) Storable CRM Default - There can only be one Default set for each transmission type (Inquiry, Reservation, etc). When Leads are created in Storable CRM, they are assigned the Lead Type set as the default for that transmission type.
(I) API Default - If this box is checked, this Lead Type will automatically be selected for Leads created from the API for the selected transmission type. Note: If no Lead Types are set to "API Default", the Lead Type used for API Leads will be the Storable CRM default Lead Type.
(J) Hidden on Lead Card - Click to hide the Lead Type on the Lead card.
Make it Available for Use
(K) Save - By clicking Save, the new Lead type will become available in the system and be added to the active list of available Lead Types.