You can now connect between two or more prospects. You can edit a prospect and select which prospect you would like to connect with. This way, when you create a lease for a prospect, the connected prospects will be automatically included in the lease. Also, prospect linking can help you identify who is the primary tenant in the lease.
Note:
You can link multiple prospects to a primary prospect.
Follow the steps below to link prospects:
- Go to the Prospective Tenants section
- Find the Prospect
- Click their Status
- Click Action > Edit or go to the Prospect Linking section and click Edit this prospect
- Choose the primary prospect from the list
- Click ‘Update Info.’