How to create a lead when an existing tenant wants to add a second unit
Instructions
- Click the '+' sign to start a new lead
- Once you start typing the current tenant's name, the system will suggest names currently in the system. Select the current tenant name from the list of suggestions:
- The new lead will then populate with the current tenant's info:
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@104da |
|---|
| showSpace | false |
|---|
| sort | modified |
|---|
| reverse | true |
|---|
| type | page |
|---|
| cql | label in ( "new" , "existing_tenant" , "lead" ) and type = "page" and space = "CKB" |
|---|
| labels | existing_tenant new lead |
|---|
|
...
