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.
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.’
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