Follow these steps to create a new lead from a walk-in customer at your storage facility.
Open a New Lead Card
· (A) New - Click to manually open a new Lead card.
Select & Confirm Location
· (B) Location dropdown - From the New Lead popup, click the dropdown to access available locations.
· (C) Location - Select the location the Lead is interested.
· (D) Confirm - Click to confirm the new Lead's location.
Script
Note: The script is customized by your management team and may look slightly different than this example. You may need to scroll down the script to find Date Needed.
· (E) Name - While entering the Lead's name, a dropdown of potential matching names may appear. Click on a match to merge this new Lead card to an existing one.
· (F) Script - Questions with red asterisks are required to be filled in.
· (G) Date Needed - Automatically populated to today's date; click the Calendar to update as necessary.
Lead Details
· (H) Exclusion - Click None to exclude the Lead from Follow-up events.
· (I) Ad Source dropdown - Click to access and select an option.
· (J) Inquiry Type dropdown - This has been automatically populated based on your management settings.
· (K) Date Needed - Reflects what you entered in your script. Clicking the calendar icon to update the date will also update Date Needed in the script.
· (L) Expiration - This represents the date the Lead will be canceled from the Follow-up process. Canceled Leads are still searchable.
· (M) Did You Receive Permission to Send Texts - a Yes or No answer is required to save the lead.
Select a Unit
The first unit selected becomes highlighted in dark blue and transmitted to your management software while additional units selected become highlighted in a lighter blue and not transmitted to your property management software.
· (N) Inventory dropdown - Choose to view All or by unit type.
· (O) Filter - Click to show only available units.
· (P) Unit Description - Unit Size and Type. Click the Unit Size to search for specific units at your location.
· (Q) Availability - Represents the number of available units as well as an available percentage for the particular unit size.
· (R) Search - Click the magnifying glass to search for that unit's availability at other locations.
· (S) Rate - The advertised, standard, price for a particular unit.
· (T) Adj Rate - Depending on your management settings, you can adjust the Rate. Click % to see the minimum and maximum adjustable range. A modified Adj Rate overrides Rate.
· (U) Tax - Any applicable state and local taxes.
· (V) Total - Sum of either the Rate or Adj Rate (whichever is lower) + tax.
· (W) Special dropdown - Any available specials designated by your management team; for example, $1 move-in special.
· (X) Select Unit - Click the corresponding checkbox next to the Unit size the Lead is interested.
Create a Reservation
Note: Make sure only one unit is selected when making a Reservation. Your dropdown options may differ based on your management team's settings.
· (Y) Lead Type dropdown - To create a reservation, click the dropdown and choose Reservation.
Take Reservation Payment
This is only applicable if your management team has enabled this feature.
· (Z) Pay - After selecting Reservation from the dropdown, click the Pay icon to enter payment information.
Location Details
These tabs and their contents may be customized by your management team.
· (AA) Get Directions - Opens an interactive Google map to help you direct the Lead to your facility.
· (BB) Send Directions - Allows you to send turn-by-turn directions to your facility from the Lead's location via text or email.
Notes
· (CC) New Note - When finished interacting with the Lead, click to enter a customized note, summarizing the interaction.
· (DD) Quick Responses dropdown - Provides the ability to quickly add notes from a list of standard responses.
· (EE) Add - Click to add the note to the Tenant's account.
Note: Depending on your company’s Move In settings, the Add button may not display. In this case, you can save a single note for new lead move-ins. Multiple notes are still available for existing leads.
Save
· (FF) Move-In - Click to begin the move-in process.
· (GG) Save - Click to save the information you've entered while working in the Lead Card.
Confirm Text Permission
Note: This is only applicable if your management team has enabled this step. Depending on your company’s Text Permission settings, this interaction may occur on the main Lead Card page, requiring a response to save the lead.
· (HH) Text Permission - Before saving the Lead card, click Yes to verify that you've obtained text permission from the Lead.
Note: Depending on your company’s Text Permission settings, the Lead Card screen may already have the prompt “Did You Receive Permission to Send Texts?” displayed. A response is required to save the new lead.