Storable CRM and Collections Knowledge Base

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Storable CRM and Collections
CRM Product Guides
Preset Notes

Preset Notes

Storable CRM

Managing Preset Notes

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Storable CRM and Collections Knowledge Base

Storable CRM and Collections

Getting Started & Access

Log in to Storable CRM Web Client

Reset Your Password

Using the Call Transfer Feature

Using the Hold Feature

Using the Mute Feature

Using the Dialpad

Managing System Alerts

Using the Settings and Functions Icons

Using the Left-Side Navigation Icons

Logging Out of Storable CRM

System Requirements & Internet Speed Testing

Internet Speed Testing

Internet Speed Testing

Storable CRM System Requirements

Storable CRM System Requirements

CRM Desktop (Location Client)

Download the Desktop Version

Launching Storable CRM Desktop Version

Update the Desktop Version of Storable CRM (CallPotential)

Call Notifications

Selecting Yourself as a User

CRM Product Guides

Working with Leads

Follow Up Tasks

Delaying a Follow-Up

Completing a Scheduled Follow Up Text

Completing a Scheduled Follow Up Emai

Completing a Scheduled Follow Up Call

Outstanding Follow Up List

General Lead Functions

Lead Card Information (read-only version)

Reactivating a Cancelled Lead

Cancelling a Lead

Updating a Lead Type

Mark a Lead as Rented

Lead Exclusions

Deleting a Lead

Using the Neighbors Feature

Deleting a Secondary Number from a Lead's Record

Updating a Lead's Primary Number

Entering Reservation Payments for Leads

Create a New Lead from an Existing Customer

Create a New Lead from a Walk-In

Create a New Lead from an Unrecognized Inbound Call

Lead Card Information

Moving in a Lead

Enhanced Inventory Views

Edge Tiered Pricing & Rate Adjustments

Search Locations

Working with Customers

Customer Information

Customer Card Information (read-only version)

Adding a Secondary Email Address to a Customer's Account

Customer Exclusions

Access a Customer Card

Entering Customer Payments

Adding a Secondary Phone Number to a Customer's Account

Adding Customer Notes

Customer Card Information

Collections

Using the Promise to Pay Feature to Delay Collection Events

Completing a Scheduled Collection Email

Completing a Scheduled Collection Text Message

Completing a Scheduled Collection Call

Outstanding Collections List

Pay-by-Phone Automated Script

Pay-by-Phone Overview

Inbound & Outbound Communication

Inbound Communication

Inbound Text Messages

Inbound Video Calls

Categorizing an Inbound Call

Call Alert Settings

Outbound Communication

Using the Call Back Feature

Emailing a Lead or Customer Outside of the Schedule

Texting a Lead or Customer Outside of the Schedule

Calling a Lead or Customer Outside of the Schedule

Searching for a Lead or Customer

Unprocessed Calls & Viewing History

Viewing History - Customers, Leads & Communication

Viewing Lead History

Viewing All Communication History

Viewing Customer History

Unprocessed Calls

Processing Voice & Video Calls

Managing the Unprocessed Call List

Outstanding Unprocessed Calls

Evaluations

Creating a New Evaluation Rule

Creating a Gradesheet

Editing Gradesheets

Grading a Location

Grading a Call from the Employee List

Finalizing a Graded Call from the To-Do List

View the Call of Fame List

How to Grade a Call

View Your Graded Calls

Storable CRM Reports

Call Center Reports

Call Center History - Call Detail

Call Center History

Agent Transaction Summary

Call Center Performance

Call Tracking Reports

Call Tracking Order By

District Manager Location Snapshot

Collection Reports

Collections Summary

Employee Evaluation Reports

Peer & Self-Evaluation Summary

Location Grade Summary

Employee Grade Summary

Lead Management Reports

Move-in Rentals

Lead & Call Trends

Cancellation Reasons

Rate Adjustment Audit

Competitors

Miscellaneous Reports

Contact Connect (Call Center) Dashboard

Navigating Reports

How to Navigate Storable CRM Reports

Troubleshooting Guides

Basic Troubleshooting & Natural Disaster Response

Natural Disaster Response

Basic Troubleshooting

Phone Issue Troubleshooting

You Cordless Phone Doesn't Stay Charged when Removed from Base

Your Phone is Plugged In and Not Working

De-Register Phone from Base

Fonality Troubleshooting

Microphone Troubleshooting

Allowing Storable CRM to Work with Your Firewall

Agent Dashboard and Statuses

Agent Dashboard

Agent Status Bar

Handle Agent CallPop Notifications

Becoming an Active Agent

Inventory

Adding Units & Assigning Specials

Managing Preset Notes

Collections Product Guides

Collections for Storable CRM

Marcy Robocall Messages

Promise to Pay for Collections

Collections - Automatic Communication Samples

Collections - Customer Exclusions

Access a Customer Card with Collections

Getting Help with Collections

Collections - Adjusting Collection Workflow Settings

Collections Summary Report

Accessing Collections

Account Management

General Settings

Call Routes

Archiving & Activating a Call Route

Creating New Call Routes

Custom Variable Location Settings

Custom Variable Location Override Import

Location Management

Archiving & Activating Locations

Adding New Locations

Accessing a Location

Location Tracking Numbers

Editing Move-In Options

Location Communications Settings

Location Evaluations Settings

Updating a Location's Outbound Communication Language

Location Employees Settings

Location Collections Settings

Location Leads Settings

Location Details Settings

Other Disposition Reasons

Creating, Editing, and Removing 'Other' Disposition Reasons

Personal & Administrative Settings

Accessing Administrative Settings

Updating Your Personal Settings

Phone Number & Text Message Settings

Phone & Text Numbers Exclusions Import

Phone Number Management (Tracking Lines)

Acquiring New Tracking Numbers

Editing Webhooks on Tracking Numbers

Archiving Tracking Numbers

Editing Tracking Numbers

CNAM - Caller ID – Storable CRM

Phone Settings & Configuration

Phone Configuration

Corded VoIP Phone Setup

Cordless VoIP Phone Setup

VoIP Compatible Phones

Storable CRM VoIP

SIP Phone Protocol

Script Card Designer

Archiving Script Cards

Editing Script/Lead Interaction Card

Creating New Script Cards

Text Message Opt In / Out

Viewing the Exclusion List

Edit Text Permission and Opt Out Settings

Text Message Opt In & Opt Out

Variables

Viewing System Variables

Defining Variables at the Location Level

Create Custom Variables

Workflow Message Tempates

Creating Workflow Message Templates

Workflows

Adjusting Follow-up Workflow Settings

Creating New Follow-up Workflows

Adjusting Collection Workflow Settings

Creating New Collection Workflows

Follow Up Delay Reasons

Deleting Follow-up Delay Reasons

Editing Follow-up Delay Reasons

Creating New Follow-up Delay Reasons

Lead Types

Lead Types

Rate Adjustment

Editing Rate Adjustment Limits

Marketing Settings (Ads)

Creating / Editing Ad Names & Call Types

Call Types

Ads (Creating/Editing Ad Names)

Contact Connect (Contact Center)

Agent Queue Prioritization

Agent Queue Prioritization: Configuration

Create Prioritized Call Queues

Edit Prioritized Call Queues

How do I Add Agent Prioritization to an Existing Queue?

Configure Contact Connect Settings

Configure Agent SIP Connections

Configure VoIP extensions

Configure Contact Center Notifications

Configure Agent Inactive Reasons

Video Calls

Enable And Record Video Calls

Edit the Video Call Queue

Configure Text Message Queues

Configure Text Message Settings

Call Queues

Edit Existing Call Queues

Create Call Queues For Agents

Security

Security User Settings

User Roles & Permissions

Archiving & Unarchiving Users

Adding & Editing Users

Accessing the User List

API

CRM's Lead Notification API

Edge

Set Your Storable CRM Channel Rate

Setup Insurance Options for Successful Storable CRM Move-ins

Configuring Lead Required Fields

Acquire Facility IDs in Edge

Rental Center Settings - Tenant Portal

Rental Center Online Move-Ins

Setup Storable CRM - Edge Access

Troubleshoot Unit Promotions

Troubleshoot Missing Units from Storable CRM

Surcharging with Edge

SiteLink

Surcharging with SiteLink

Restrict the SiteLink Move-in Button

Setup a Lead Webhook in SiteLink

Set Up API Users in SiteLink

Allow Unit Types to Appear in Storable CRM

Setup a Webhook in SSM Next Gen

SSM NG Insurance Requirement

Accessing Your Invoice

Accessing Your Invoice

Cancellation Reasons

Adding New Cancellation Reasons

Editing Cancellation Reasons

Deleting Cancellation Reasons

Data & Security

Common Data Analysis

Instructions for Snowflake Reporting with Storable CRM Data

Connect Storable CRM Data To Snowflake

Storable CRM Security Summary

V1 to V2 Upgrade Resources

Collection Communication Preferences Import

Lead Communication Preferences Import

Release Notes: 2026

Release Notes: 2025

Release Notes: 2024

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