Managing Leads in the 6Storage Admin Portal

The Leads section allows you to track potential tenants who have expressed interest in renting a unit. From here, you can manage, update, or convert leads into tenants through the move-in process.

Accessing the Leads List

• Click on the Leads tab in the top toolbar
• You will be directed to the Leads tab by default, where all current leads are listed

Each lead entry displays:

• Basic details such as name, address, and contact information
• Unit preferences including unit type, size, and desired features
• Information on follow-ups with the tenant

Managing Leads

Use the Action button on the right-hand side of each lead to choose from the following options:

• Edit – Update lead information or unit preferences
• Move In – Begin the move-in process using the information already provided
• Cancel – Remove the lead from the active list
• Archive – Hide the lead without deleting it
• View Follow-Ups – Review any past or scheduled communication or tasks

Moving In a Lead

• Clicking Move In starts the standard move-in process
• Any information already entered for the lead will automatically carry over into the rental process

Adding a New Lead

To add a new lead manually:

1. Click Add Lead
2. Enter the lead’s name, address, and contact information
3. Specify what unit type or amenities they are interested in
4. Optionally add:
   • Preferred move-in date
   • How they heard about your facility
   • Preferred follow-up method
5. Click Save to add them to your leads list