For all businesses, leads and their source are invaluable for greater revenue and higher profits. In 6Storage, you can track and manage your leads in the Leads menu.

To add a lead, go to Leads from the side menu. From the Leads tab, click on Add Lead.

 

Enter the customer details such as Name, Email, Contact information, and Address details. Select lead source from the drop-down (These can be added in the settings menu). Select their desired Storage Type, Location, Preferred Unit size, and Preferred Move-in date.

 

Next you'll select your follow-up preferences. Enable the Email checkbox to communicate with the lead via email. Choose the date you'll follow up on the lead. You can also add any comments you might want to take, and enable the checkbox if you wish to send a confirmation email to the lead if desired. When you click Save, the lead will have been added successfully.