How to Add a Tenant
Getting to the Tenant Detail Screen
From the Tree View:
- Expand Occupancy Management
- Select Tenants
- Then Select New Tenant
- Or you can Search for an Existing Tenant*
* either by, Tenant Name, Tenant Occupied Property, or Main Agent Last Name...Then click SEARCH
Then select from the list that generates
Adding a New Tenant
In the Tenant Detail Screen:
- Enter in the Resident Name (Prospect or Current)
- Select the Main Agent Name from the Drop-down list
- Enter in the Initial Inquiry Date and the Date Needed
- Enter in their Current Square-footage and the NeededSquare-footage they are in the market for.
- Select a Team Member Category from the Drop-down list
- Select a Business Type from the Drop-down list of categories
- Select a Submarket Category from the Drop-down list
- Then Click SAVE