How do I set up lead attribution using ResMan?

Overview

Setting up lead attribution using ResMan requires establishing prospect sources. Prospect sources are the marketing sources your company can use to generate leads for your properties. Prospect sources are applied globally and can be altered or adjusted at the property level. These sources can be created one by one or imported in bulk into ResMan.

Creating a new prospect source

1. Navigate to the ResMan client portal and log in to your account.
2. Navigate to the Admin portal and then select Prospect Sources.
3. Select New Prospect Source in the green sub-menu.

The New Prospect Source page appears.

4. Enter Apartments.com as the source name and then enter APTS as the abbreviation.
5. Enter a brief description.
6. Select Apartments.com from the drop-down menu.
7. Select and enable the online marketing checkbox. Enter a display name for this source.

8. Select the properties you want to integrate with Apartments.com and then select Save.

Your prospect source is created, and your properties integrate with Apartments.com.

Download prospect source data

1. Navigate to the Admin portal and then select Import.
2. Select Prospect Sources under the Download Import Templates section.

Your prospect source data is downloaded as an Excel spreadsheet.

Edit a prospect source

1. Navigate to the Admin portal and then select Prospect Sources.
2. Select the prospect source you want to edit.

The Prospect Source account page appears.

3. Select the blue Edit button to open and edit the general prospect source information.
4. Select Add or Delete to add or remove a property to or from the prospect source. Select Edit to add specific property information such as the cost per year, contract expiration date, or call tracking phone numbers.
5. Select Save when you are done editing or configuring your prospect source.

Archive a prospect source

1. Navigate to the Admin portal and then select Prospect Sources.
2. Select the prospect source you want to archive.

The Prospect Source account page appears.

3. Select Archive under the Actions menu and then select Yes.

The prospect source is archived and is no longer available for use. This source is also removed from your list of prospect sources unless you check the box to include archived sources.