Add a New Landlord Record

To add a new Landlord, go to the ‘Landlords’ module and click ‘New Landlord’

You will be presented with the ‘Contacts-New’ screen as shown below, notice ‘Landlord’ is ticked by default as the ‘Contact Type’ and the information bar (right hand side) defaults to ‘Landlord Management’.

Skip Account ref (which self generates) and fills in details - Company (if applicable) Title, First and Last Name.

This will automatically generate an Account Reference, Salutation and ‘File As’, fill in all ‘Address’ and ‘Contact’ details and if multi-company select the correct ‘Company’.

On the ‘Landlord Management’ information bar (right hand side), be sure to select the default % or flat rate you charge the Landlord for commission. Once all details have been entered click ‘Save and Exit’.

 

 

 

 

 

 

 

 

 

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