When dealing with a new prospect, property managers want to log and store the prospective tenant’s information in one place to track the prospect’s status, such as scheduling a viewing, submitting documents, guarantor info, and Covid screening information. In this way, they have the correct information in their system.

Follow the steps below to add a new prospect manually:

• Go to the Prospective Tenants page
• Click Add New Prospect (Upper Right corner)
• Input the needed information such as:
  • Name and Contact details > Next
  • Address (Optional) > Next
  • Source of Referral and the referrers information > Next
  • Preferred Unit
• Click ‘Yes, Submit.’