Overview
Prospects are an essential part of the DoorLoop experience and turning them into Tenants is a simple process. This can actually be done several ways so we’ll be running through all those ways here. Choose the method that works best for you.
The Steps
Method 1 - Turn a prospect into a tenant by creating a new lease
There are actually a few ways to turn a Prospect into a Tenant. The most straightforward method is when you Add a New Lease. The basic flow goes like this:
To turn a prospect into a tenant by creating a new lease, click Leasing on the main menu and then choose either Active Leases or Draft Leases.
Click on + New Lease at the upper right of the display.
Go through the New Lease wizard as normal, making sure to add the prospect as a tenant by selecting their prospect profile and not creating a new one.
Once the New Lease wizard is completed and the lease becomes active,
your Prospect will now be a Tenant.
Method 2 - Turn a prospect into a tenant from their profile page
Alternatively, you can also turn a prospect into a tenant from their prospect profile page.
To turn a prospect into a tenant from their prospect profile page, click People on the main menu and then click Prospects. Find the Prospect you want to change into a Tenant on the list. Click the Prospect.
On the Prospect’s Overview page, click the New Lease button.
Go through the New Lease wizard as normal, making sure to add the prospect as a tenant by selecting their prospect profile and not creating a new one.
Once the New Lease wizard is completed and the lease becomes active,
your Prospect will now be a Tenant.
Method 3 - Turn a prospect into a tenant by moving them into an existing lease
You can also turn a Prospect into a Tenant by moving them into an existing lease. This is done by going to an Active Lease and moving a Prospect into it. You can read this article, Move-in a Tenant for a more detailed explanation.
To move in a prospect into an existing lease, click Leasing on the main menu and then click Active Leases.
On the list of active leases, click on the Lease you want to move a Prospect into.
On the Lease’s Overview page, click the Tenants tab.
Click the Move-in Tenant button.
Find the Prospect you want to move-in from the list and click on them.
Enter the move-in date and click Save. They are now Tenants and no longer Prospects.
Tip: Do not use the "MOVE-IN" option if this is supposed to be a new lease for the prospect. This method is only used if you are moving in a tenant who will be living with the current tenant.