Lead Closing And Journey From Lead to Approved Lease

Here you will see how you can enter a lead information in the system based on your policies and the journey of a lead from start to an approved lease.

Step 1: From the main menu click on Marketing and rentals-->Leads-->Leads

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Step 2: Click on New Lead

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Step 3: Fill in the Guest information and then click on the Details tab next to it

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Step 4: Fill in the required information and then click save

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Step 5: Click on Appointments Tab and then new appointment

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Step 6: Fill in the information and then click on Showings tab

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Step 7: Click on '+"

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Step 8: The building is already populated as selected from before and you can now select an appropriate unit and then click save

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Step 9: Once saved you can come back to the main leads section and click on the lead that you just entered

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Step 10: Click on the showings tab and then click on the planned showing

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Step 11: Then click on Actions-->process

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Step 12: You can click on the results dropdown and select "Interested" and then click Ok

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Step 13: You can then once more come back to the main leads section and click on the lead

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Step 14: You can now click on Actions and then choose to convert to application if you want

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Step 15: You can then choose the unit and click Ok

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Step 16: You will then receive a conversion successful message, click ok

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Step 17: You can go to lease applications and see the new application that you just converted from the lead

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