Review read-only Lead card details quickly so you can respond to customers with accurate account, follow-up, and inventory information.
Quick Start
Open the read-only Lead card.
Review the contact and follow-up details.
Check the script, Lead details, notes, and available inventory.
Prerequisite
You need access to Storable CRM and permission to view the Lead card. This version is read-only; use the full Lead card to make changes.
Review Contact Information
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Review the contact header to confirm the Lead’s identity, contact methods, status, and saved location.
Name (A) shows the account name used in Lead searches and Follow-up event lists.
Type (B) identifies the record as a Lead, Customer, or Previous Customer.
Primary Number (C) shows the account’s primary phone number.
Phone Dropdown (D) displays additional phone numbers, when available.
Primary Email Address (E) shows the account’s primary email address.
Email Dropdown (F) displays additional email addresses, when available.
Status (G) shows whether the Lead is Active, Rented, or Cancelled.
Location (H) identifies where the Lead is saved.
Select Location Information (I) to view the local time, address, website and email address, office and access hours, and any management-added details.
Review Follow-Up Details
Check the next planned contact and its details.
Next Follow-Up (J) shows the date of the next scheduled Follow-up event.
Hover over Information (K) to view event details. When a Follow-up has been delayed, it also shows the updated date and communication type: call, text, or email.
Review Script and Lead Details
Review the answers collected when the card was created. The script is customized by your management team and may differ from this example.
Script (L) displays answers to the questions asked when the Lead card was created.
Review the Lead’s history, campaign settings, source, and timing information.
Select Lead History (M) to review Lead creation information, then select the Information Icon for more details.
Lead Type (N) places the Lead in the appropriate Follow-up campaign and determines future Follow-up scheduling.
Exclusion (O) shows the Lead’s current exclusion setting.
Ad Source (P) identifies the source that generated the Lead.
Inquiry Type (Q) automatically shows “Call” for inbound phone Leads.
Date Needed (R) shows when the Lead needs storage and syncs with the Date Needed in the script.
Expiration (S) shows when the Inquiry or Reservation expires, based on the period set by your management team.
Marketing Dropdown (T) identifies the marketing source that generated the Lead.
Review Notes and Inventory
Review the source of each note.
Note Source (U) indicates whether a note was added automatically (Auto) or manually (initials).
Review available units, pricing, taxes, and specials. Inventory information is pulled directly from your management software.
Unit Description (V) shows the unit size and type.
Availability (W) shows the available unit count and percentage for that unit size.
Rate (X) shows the list price for each unit size.
Adj Rate (Y) may differ from Rate based on management settings; an adjusted rate overrides Rate.
Tax (Z) lists applicable state and local taxes.
Total (AA) shows the Rate or adjusted rate, plus tax.
Special (BB) shows promotions applied to a unit.
For instructions on editing a Lead card, review the full Lead card.