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Lease Creation
Tanvir Mahedi |
0 step |
11 minutes
Navigate to Admin Portal Dashboard
2
From the admin dashboard on the left navigation, under "Sales & Marketing" click on "Prospective Tenants" "Prospective Tenants"
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3
On the Chosen-Prospect line item, click on the 'View Details' icon under the "Action" column, it will redirect you to the Prospect/Lead details page
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4
On the top right side of the screen, click on the "Action" dropdown
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5
Click on "Create Lease"
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6
Click on the dropdown under "Please select a unit number\*: Unit selection is required"
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7
Click on "Start Lease Process" button on the pop-up window. Then follow thorugh the \* steps, which can be done by 2 minutes, tops as there will already be prefilled information
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8
Select Landlord/Property Manager (who will sign the lease)"
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Also on step 7, you can include the additional terms
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Click on "Yes,Submit" to confirm the creation of lease
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