For all businesses, leads and the lead sources are inevitable 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. Select Lead Source, Storage Type, Location, Preferred Unit size, and Preferred Move-in date based on the customer’s requirements.
Note: If required, you can add new source categories by clicking on Add Lead Source at the bottom of the list.
Select your follow-up preferences. Enable the Email checkbox to communicate with the lead via email. Choose the date you need to follow up on the lead. Add comments and enable the checkbox if you wish to send a confirmation email to the lead. As you click Save, the lead will be added successfully.