Lead Creation

Accurately adding leads into Entrata ensures smooth follow-ups, tracking, and conversions. Below is the full handbook on properly creating a lead in Entrata.

📌 Purpose

✅ Ensure all prospects are correctly added into Entrata.

✅ Maintain consistent and organized lead tracking.

✅ Accurately record contact information, leasing preferences, and activity notes.

📝 Lead Creation Steps

1️⃣ Open Entrata

• Navigate to the Entrata Dashboard.

2️⃣ Click “Create Lead”

• On the right-hand side menu, find and click “Create Lead”.

3️⃣ Enter Lead Information

• Input the lead’s full contact details:

✅ First Name & Last Name

✅ Phone Number & Email

✅ Preferred Method of Contact

4️⃣ Select Floor Plan

• Choose the floor plan the prospect is interested in.

5️⃣ Select Lease Type

• Indicate if the prospect is looking for:

✅ New Lease

✅ Renewal Lease

✅ Short-Term Lease (if applicable)

6️⃣ Identify Lead Source

• Select the method of contact used to get in touch with the lead (e.g., Housing Fair, Instagram, Walk-In, Website Inquiry).

7️⃣ Determine Contact Outcome

• Record the result of the interaction:

✅ Scheduled a Tour

✅ Sent an Application

✅ Interested but Needs More Time

✅ No Longer Interested

8️⃣ Write Activity Notes

• Document any relevant details about the interaction, including:

• What the prospect is looking for.

• Follow-up needs (e.g., when to call back).

• Any objections or concerns they mentioned.

📌 Activity notes should be detailed enough that another leasing agent could seamlessly continue the conversation.

9️⃣ Save the Lead or Start the Application

✅ If the lead is not ready to apply, click “Save Lead” for future follow-ups.

✅ If the lead is ready to apply, manually start their application in Entrata.

🚀 Final Takeaways

📢 Accurate lead creation ensures a seamless follow-up process and maximizes leasing success.

💡 Quick Reminders:

✅ Always enter full contact details to avoid lost leads.

✅ Log lead sources accurately to track marketing effectiveness.

✅ Activity notes must be clear and detailed.

✅ Start applications immediately for leads who are ready.

For questions or clarifications, reach out to management. Let’s keep our lead tracking organized and efficient! 💪🔥