How to merge a tenant with a inquiry?
How or is it possible to merge a tenant, who came in previous days, entered as an inquiry in the Sitelink system, How do I merge his unit/file to his inquiry, so that in the Lead to Lease, it is removed from that list. The usual thing to do will be to go to the Lead to Lease, as the person might say, I was here a few days ago, and visited and am here to rent unit so and so. Easy peasy, you go into the system, lead to lease and move the customer in. But if the employee did not know, or don't know how to move a person in, the easy way is to move in a new customer. but now, we have the inquiry that keeps popping up as a follow up to do.... the person has moved in. Can we merge it?.... Thank you!
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Comments
Cancel it and put the reason as "duplicate"
When you go to Lead to Lease and open that inquiry up you have a "cancel" button. One of the reasons for cancellation that it provides is "duplicate". You said this is a double listing for the same tenant that's already gotten moved in so you just need the lead out of Lead to Lease. If the tenant has already moved in there is no worry in "losing the lead" as the lead has already been moved in.