From the main menu, select People < Prospects.
Find the Prospect you wish to view or edit and click on their card.
You can use the search bar or filters to help you narrow down your list of prospects. The calendar filter helps you choose those created during a specific time period or date range. The filter to the right of the calendar filter icon gives you additional filter options.
When you click on any prospect card, you enter the prospect's Overview page. Here you will be able to quickly see important information about the prospect.
The Rental Applications, Tasks, Notes, and Files tabs do the following:
Rental Applications: this tab allows you to review the rental application the prospect filled out, if they have done so.
Tasks: this tab allows you to view, edit and create tasks specifically related to this prospect.
Notes: this tab allows you to add additional information for you to refer to later.
Files: this tab allows you to add and view additional attachments related to this prospect. These files stay with this person if they sign a lease with you and become a tenant in DoorLoop.
To edit the prospect, click on the blue three vertical dots icon in the upper right corner and choose Edit.
Or you can edit a prospect from your list of prospects by clicking on the three vertical dots icon on the right hand side of a prospect card and choosing Edit.
Change any information you need to, clicking Save when you are done.