Leads Settings

Lead Settings allow you to adjust the way the system handles leads and reservations.  

To access your facility’s lead settings:

  • Click the Settings Tab to the left of your screen.
  • Under the Leads section, click the Settings button. The lead settings screen will appear.

Listed below are definitions of each setting:

  • Lead Follow Up: Checking this box will create a Task List item to remind you to follow up on a lead 1-99 days after the lead has been made.

  • Lead Reminder: If SMS/text messaging is activated for your facility and you have an active SMS Lead Reminder template, an SMS reminder will automatically be sent 1 day after a lead has been created. To adjust how long after the lead has been created to send the message, edit the days field. Once a lead has been converted to a reservation, this setting will no longer apply. To activate the default Lead Reminder SMS message or create a customized message, go to SMS Settings

  • Reservation Expiration: Checking this box will automatically close a reservation and change the unit status from reserved to vacant within the time period entered.

  • Reservation Reminder: If SMS/text messaging is activated for your facility and you have an active SMS Reservation Reminder template, an SMS reminder will automatically be sent 1 day before the scheduled move in date set in the reservation. To activate the default Reservation Reminder SMS message or create a customized message, go to SMS Settings.

  • Reservation Fee: Allows you to apply a reservation fee to reserved units. The fee will need to be setup in Fees and Services before it will appear in the dropdown list.
    • If a reservation fee is set you have the option to automatically credit the reservation fee to the tenant at move-in or not via the checkbox labeled "Credit the reservation fee to the tenant at move-in."

 

Comments

Still have questions?
Don't be afraid to ask us. We're here to help you.
Powered by Zendesk