Overview

Whether you manually create a Prospect or DoorLoop creates one for you when a tenant submits a rental application, you can view and change that propect's information at any time.

The Steps

Step 1

From the main menu, select People < Prospects.

Step 2

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.

Step 3

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.

You will also be able to use quick action buttons to create tasks, applications, and even a new lease if you need to turn this prospect into a tenant.

The Rental Applications, Tasks, Notes, and Files tabs do the following:

Step 4

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.

Next Steps

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