Returning/Former Customer

AnnaK
AnnaK GARegistered User
I have a new inquiry, from a former tenant, and I want to add him to Lead to Lease without re-entering all of his information. Is there a way to pull from prior tenants? When I am in Lead to Lease, and I click "Add", and look at the Legend at the top right, I see a color indication for Past Tenant, so there has to be a way, but I can't find it. Thank you!
Tagged:

Comments

  • JEFFRY
    JEFFRY AKRegistered User ✭✭✭
    click on "lead to lease" on the operation page. then "add lead" at the bottom right of the screen. then there will be a portion that says "lookup existing" search by last name or whatever makes it easier. then hit search and look through the list until you get a match
  • storable_support
    storable_support TXRegistered User, Registered Moderator, Community Manager ✭✭✭✭
    JEFFRY said:
    click on "lead to lease" on the operation page. then "add lead" at the bottom right of the screen. then there will be a portion that says "lookup existing" search by last name or whatever makes it easier. then hit search and look through the list until you get a match

    Thanks, @JEFFRY!
  • mrjack7857
    mrjack7857 CanadaRegistered User
    Thanks for the solution
Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

© 2018 SiteLink Software, LLC. All Rights Reserved

Terms of Use  |  Privacy Policy   |  Cookies Policy   |  Help  |  Contact Community Manager   |  Change Marketplace Ads