Lead Tenant
A Lead tenant is a prospective tenant whose complete information is stored with the Organisation for future reference. If a lead tenant is looking for a lease, their details can be accessed through the system, allowing the organisation or property manager to contact them and check whether they are still interested in renting a property.
Access The People Section
- Once you're on the dashboard, Click on the “People” tab.
- Within the People section, click on the Tenant tab.
After Clicking on tenant, Tenant Dashboard page will open. which includes the following categories:
- All Tenants
- Active Tenants
- Inactive Tenants
- Lead Tenants
Upload Lead Tenant Information
To store lead tenant information in the system:
- Click on the “Bulk Upload” button.
- This will open the Bulk Tenant Upload page.
- Click on the download sample template where the lead tenant data is stored.
- Upload an Excel file containing the lead tenant details you’ve collected for future use.
- Once the file is uploaded, all lead tenant information will be displayed in the system.
- After Uploading successfully click on submit button and the lead tenant information uploaded successfully in the system.
- Now in lead tenant section admin can able to view all the lead tenant information.
Edit Lead Tenant Information
- If Admin wants to edit the lead tenant information then simply click on edit button.
- Now fill all the information you want to edit.
- After filling in all the required information, click on update button.
- A confirmation message will appear, confirming that the tenant details were successfully updated.
Adding Lease For The Lead Tenant
Go To Leasing Section
- From the main menu, click on the “Leasing” tab.
- Within Leasing, click on “Rental Unit”.
View Rental Unit Details
You will be directed to the Rental Unit Details page, which includes:
- Active Lease
- Unleased Rental Units
- Draft Rental Units
Add New Lease
- Click on the Add Lease.
- After that, you’ll be taken to the Tenant Details section.
- After that, you will see the Existing Tenant, New Tenant & Lead Tenant options.
- Then, Click on the Lead Tenant Option. After Clicking on the Lead Tenant Option Tenant Detail Page Will Open.
- After Clicking on Next Button all the lead tenant page will open from where you can select the lead tenant.
Enter Lease Details
Now Click on select button. After selecting the tenant, the Lease Details page will appear.
Fill in the following required fields:
- Lease Start Date & End Date
- Tenure Period
- Rental Charge
- Discount Amount & Discount Period (if applicable)
- Security Deposit Amount
- Late Payment Fine
- Lock-in Period
- Notice Period
- Signature Mode (Digital/Manual)
- Billing Frequency
- After entering all details, click on “Upload Agreement” to attach the lease document.
Add Utility Charges
- Click Next to proceed to the Utility Charges section.
- Fill in all applicable utility charge fields.
- Click Next again.
Preview & Save
- Review all the entered details on the Preview page.
- Click “Save as Reserved”.
- Soon after clicking on save as draft you will get a notification that “Do you want to activate the draft Lease.
- Click “Yes, Activate Now”.
The ERP streamlines the process of managing lead tenants and converting them into active tenants.