---
title: Lead Tenant
slug: lead-tenant
docTags: 
createdAt: 2025-10-14T04:23:43.173Z
---

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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/3ldOZwbiP3Sr2lCCwOFd0_image.png)

- Within the People section, click on the **Tenant tab.**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/wiYWBdo1ikWuNJz2kl0fD_image.png)

After Clicking on tenant, Tenant Dashboard page will open. which includes the following categories: 

- **All Tenants**
- **Active Tenants**
- **Inactive Tenants**
- **Lead Tenants**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/ALHA5w1dMMt-lXt_xBeh8_image.png)

## Upload Lead Tenant Information

To store lead tenant information in the system:

- Click on the **“Bulk Upload”** button.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/LNZMpEn6nP_pR3cuVHr0Y_image.png)

- This will open the **Bulk Tenant Upload** page.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/3JldzCeV9ik6ij3TSizz9_image.png)

- Click on the **download sample template** where the lead tenant data is stored. 

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/UEW5sSp9mSsToTY7-hDmA_image.png)

- **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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/v47YG8Tf8iy5M6pPNbZAw_image.png)

- After **Uploading successfully click on submit button** and the lead tenant information uploaded successfully in the system.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/O6iNFK0VQj_JVi4w1em7y_image.png)

- Now in **lead tenant section** admin can able to view all the lead tenant information. 

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/POUNmadDqgTrEb_0uLUxi_image.png)

## 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/S9rPFwLmFWe_11XbQy1w0_image.png)

- After filling in all the required information, click on update button.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/-074tQTZ1UVjcrlacCeBc_image.png)

- A confirmation message will appear, confirming that the tenant details were successfully updated.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/nKb4aVSQYj1Vc3XVqbq9O_image.png)

## 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”**.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/rD8zarowVVoiYFmSC_11D_image.png)

### View Rental Unit Details

You will be directed to the **Rental Unit Details** page, which includes:

- **Active Lease**
- **Unleased Rental Units**
- **Draft Rental Units**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/JZypcSWBY0i4Cc3cgsmVx_image.png)

### 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.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/LGwxkeK5ltziKCchJL6ys_image.png)

- After Clicking on Next Button all the lead tenant page will open from where you can select the lead tenant. 

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/4IhC6fCulQTNR3zGYPVrU_image.png)

### 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.**

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/PFhnN960GuSBqCukYiTGq_image.png)

### Add Utility Charges

- Click **Next** to proceed to the **Utility Charges** section.
- Fill in all applicable utility charge fields.
- Click **Next** again.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/2FpKNgCAAEwP_CgTlqJ7i_image.png)

### Preview & Save

- Review all the entered details on the **Preview** page.
- Click **“Save as Reserved”**.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/i1WW8n6dzixvzNplKn_3S_image.png)

- Soon after clicking on save as draft you will get a notification that “Do you want to activate the draft Lease.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/RR9ma-Ai7QiL-b8VrxjAV_image.png)

- Click **“Yes, Activate Now”**.

![](https://api.archbee.com/api/optimize/6QtzzWFrTeRBOO45U67PA/iWrZDMV5Lop2dC8dHh9TZ_image.png)

The ERP streamlines the process of managing lead tenants and converting them into active tenants.