How to create a Lead / Quote

Follow these steps to create a lead

Types of Leads:

1. Phone
2. Email
3. Inquiry
4. SMS
5. Outreach

Click “Process Message”

• Fill in the following areas
  • Subject
  • Contact (this is completed on contact page)
  • Lead Type
  • Status
    • New - Use this to create any Hot Sheet or Outreach leads
    • Open/ Sent Follow up email - Use this when you reach out to see if they need any assistance
    • Interested - When they reply to please send options
    • Talking - Once a guest replies to your quote.
  • Date of Arrival / Departure
  • Follow up Date
  • Campaign
  • Adults
  • Unit of Interest (If multiple just type “Multiple”

Make any notes in the “Notes” section and click “Save Note”

Click “External Email”

Select “Content Block” and choose “Rental Quote” to prefill information to send

Copy and paste the breakdown for as many homes as you are sending (suggest no more than 4)

Begin home search / select the homes and enter the information

Once quote is sent, select “Status” and click “Open - Sent follow up email”

Suggested follow up times are every 2 days