How to convert a Lead into a Reservation

How to convert a Lead into a Reservation

Converting potential leads into tenants is crucial for self-storage business. To do that, you first need to convert leads into reservations. Here’s how you do it:

Go to the Leads menu and click on the ‘Leads’ tab. Select the storage category, Locations, and Sizes of the unit accordingly and click on ‘Apply.’

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From the results, select the lead, click on the Actions button, and click on ‘Reserve Unit.’

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Select the unit to be reserved from the list. Verify the lead’s details and scroll down. 

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Pick the reminder date from the calendar and select the Reservation status from the dropdown.

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To proceed further, select the Payment option from the dropdown and click on ‘Reserve’

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Now, the reservation is done for the selected unit.

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By clicking on the send button, you can send the reservation receipt to your tenant’s registered email address.