Link prospects together so they’re automatically included when creating a lease for the primary prospect.

Steps

1. Go to Prospective Tenants.

2. Select Primary Tenant > View Details (Action column).

3. In Prospect Linking section > Click Edit this Prospect.

4. Choose prospects to link > Update Info.

5. Click Actions > Create Lease.

6. Select Unit + Landlord/Property Manager > Start Lease Process.

During Lease Creation (8 Steps)

• Step 2: Linked prospects auto-appear as additional tenants

• Complete remaining steps > Submit > Yes, Submit

Finalize Setup

1. Complete Approval > E-signature > Review process.

2. Click Create Tenant.

3. Select Additional Tenants Profile tab.

4. Check Create Separate Tenant Profile > Submit.

Result: Primary + linked prospects all get individual tenant profiles on one lease.