This article supplements the Adding Leases and Moving in Tenants article. Instead of creating a brand-new tenant, you can convert an existing lead or move in an existing tenant already in your system. To learn more about managing leads, see the Viewing and Editing Leads article.
Converting a Lead or Existing Tenant to a Tenant
When creating a new lease, the primary difference when adding a lead or existing tenant is that you select the person from an existing list rather than entering all tenant details manually.
From the Marketing Page
Go to Marketing.
Select Leads.
Select the lead you want to convert.
Click New Lease.
Select the unit for the new lease.
Click Next.
Make sure the tenant listed is correct.
If the wrong tenant is listed, click Clear Existing Tenant Data.
Begin typing the tenant’s name in the dropdown and click the correct name to autofill the information.
Click Continue.
On the lease details step, enter the applicable lease information, such as the security deposit.
Click Continue.
On the schedule details step, enter the recurring charge schedule.
Click Save to finish creating the lease.
Updating Tenant Information After Lease Creation
If you need to update tenant information after the lease has already been created:
Go to Tenants.
Select the tenant.
Open the Details tab.
Expand the tenant’s Information section.
Update the tenant’s information as needed.
Click Save.