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Viewing and Editing Leads

Learn how to view, edit, and manage prospective tenant leads in Property Matrix.

Written by Conor Taliancich

Automatic Lead Generation

Leads are automatically created when a prospective tenant contacts you or submits an application through your Property Matrix website. For details on posting vacant units, see Posting Vacant Units.

Viewing Leads

  1. Click Marketing in the left navigation menu.

  2. Click Leads.

On this page, you’ll see a list of current leads who have applied through your property website. Each lead includes the information and documents they have provided.

If the prospective tenant completed an online rental application, the application will appear as an attachment at the bottom of their information screen. Click the attachment to review additional details.

Editing Lead Information

  1. From the Leads screen, select the lead you want to update.

  2. Click Full Details.

  3. Open the Company / Tenant Information tab.

  4. Hover over the field you want to edit.

  5. Click the pencil icon when it appears.

  6. Modify or add information as needed.

  7. Click Save.

You can also update the lead’s submission status using the dropdown under the Label field.

Adding a New Lead Manually

  1. From the Leads screen, click New Lead.

  2. Enter the relevant information in the pop-up window.

  3. Click Save to create the new lead.

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