From the Tree View:

1. Expand Owner
2. Select Add Prosp. Owner
3. Fill in Prospective Owner Information (First Name, Last Name, Email Address, Cell Phone, etc.)
4. Then click SAVE
5. Fill in Subject Property information (Street Number, Street name, Unit, City, State, Zip, etc)
6. Then click SAVE
7. Select Motivation from Drop-down menu
8. Select Referral Type** from Drop-down menu
9. Then click SAVE
10. Add any Amenities that you can (the highlighted items in yellow are amenities needed to complete the Rental Analysis)
11. Then click SAVE
12. Add any Listing Details that pertain to the property
13. Then click SAVE
14. Attach photos by clicking Browse, select the file, then click Property Photos UPLOAD
15. Attach documents by clicking Browse, select the file, then click NPO Documents UPLOAD
16. Fill out the Rating Survey, (if you wish to rate the property with the client, and then have them acknowledge by signing)
17. Then click SAVE

Note:

* If the prospect is an Existing Owner or Prior Owner, select from the drop down, then Click VIEW

**If the referral person is not in the system you can click Referral Source link to add them, afterward you will revert back to the Prospective Owner Detail screen, which you were filling in.