Managing Prospects

Potential Tenants can be tracked as Prospects within the PMS then converted to Tenants when a lease is signed.

Add Prospect

1. Click the Prospects menu on the left to view the Prospects dashboard.
2. Click the + Add Prospect button to create a new Prospect.
   
3. Select the Location the prospect is interested in.
4. Enter the Prospect details:
   1. First Name: Prospect's legal first name
   2. Last Name: Prospect's legal last name
   3. Email: email address to communicate with the Prospect
   4. Phone: phone number to communicate with the Prospect

5. Click the Save button to create the new Prospect.

Convert to Tenant

Once the lease is signed the Prospect can be converted to a Tenant.

1. Click the Prospects menu on the left to view the Prospects dashboard.
2. Click the Edit link next to the Prospect you want to convert to a Tenant.
3. Select the Suite to attach the new Tenant to.
4. Check the Send Mobile App Email Invite box if you want the new Tenant to receive an email notification to download the mobile app.
5. Click the Update button to convert the Prospect to a Tenant.

The Prospect is removed from the Prospect dashboard and now appears in the list of Tenants for the selected Location and Suite.