How do I set up lead attribution using Rent Manager Express?

Navigate to the Rent Manager Express portal and log in to your account.

The Rent Manager Express dashboard appears.

Configuring User Defined Fields (UDFs)

1. Search for User Defined Fields in the search field in the top navigation and then select User Defined Fields under Menu Items.

   

The User Defined Fields register appears.

2. Select Add UDF.
3. Enter the following values in the UDF setup fields:
   1. Field Name: Leasing Agent
   2. Type: Property
   3. Required: Unchecked
   4. Field Type: Text
   5. Leave the Defaults Value field blank.

4. Select Save.

Setting up leasing agents

1. Search for Users in the search field in the top navigation and then select Users under Menu Items.

   

2. Select the username you want to edit.

3. Locate the Options section, select and enable the Sales Rep /Leasing Agent option.

   

4. Select Save.

Editing a Property UDF

1. Search for Properties in the search field in the top navigation and then select Properties under Menu Items.

   

2. Select the property where you want to edit the Leasing Agent User Defined Field.

3. Locate the User Defined Field section and select the pop-out button to open the register.

   

4. Enter the name of the leasing agent, and then select Save.

   

Editing a Prospect Leasing Agent

1. Search for Prospects in the search field in the top navigation and then select Prospects under Menu Items.

   

2. Select which prospect you would like to edit.
3. Navigate to the Lead Information section.
4. Select the leasing agent enabled username you created from the Leasing Agent dropdown.

5. Select Apartments.com from the Lead Source dropdown.

   

6. Select Save.

Enabling lead attribution

1. Search for Lead Sources in the search field in the top navigation and then select Lead Sources under Menu Items.

   

The Lead Sources page appears.

2. Select Add Lead Source.
3. Enter the following values in the Lead Source setup fields:
   1. Name: Apartments.com
   2. Leave the Call in DID field blank.
   3. Enable the Is Active option.

4. Select Save.

Your information is sent to Apartments.com for verification. This process takes 24 to 48 hours to complete, after which your lead data successfully syndicates to Rent Manager from Apartments.com.