When there is a new tenant for a unit, you can link him/her to the unit by following these steps:
- Open the Contacts view from the left bar menu.
- If the tenant hasn’t been added to your environment, click the +ADD button in the upper right corner, and follow instructions on how to add new contact to continue.
- If the tenant exists in your environment, open their profile.
- From the tenant’s profile, select the Leases tab in the navigation bar under the main title.
- Click Add new button on the right, you will be redirected to the lease creating process.
- From the Add lease agreement pop-up, add the lease agreement information, including with the Lease Id, Property of the unit, and Lease start date. Save the lease.
- The lease is now created and will be considered a PRE-LEASE until you add rent. You can add rent by going to the Periods tab and clicking "Add new".
- From Select units for lease view, link the unit(s) to your lease by clicking Link button, and then save.
- The rent box will then appear. Fill in the rent and press save.
- Continue completing lease information by following the Adding a lease instructions.
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