How to create a lead when an existing tenant wants to add a second unit
Instructions
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Lead.
2. When the screen populates, select Find Lead in the upper right corner.
3. In the Search box, change Type to Customers and in the Customer Name field, enter the existing Customer’s name and click Search. When the name appears in the list below, click the blue Select.
4. Select New Lead when asked if you’d like to create a New Lead.
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Customer’s contact info. Update all other required details in the lead card (date needed, source, inquiry type, etc.) and save the lead. This new lead will now be linked to the existing tenant account.
