Changing Applicant to Tenant

Changing Applicant to Tenant

Changing Applicant to Tenant

 

 

 

- Make sure you have all the relevant information entered on the applicant record such as tenant contact details and application information. Application information can be accessed from the bottom right corner of the application record.

- To instantly update Sage with the application tick update Sage.

- From the application to rent window Select the property, put a start of tenancy and a rent value. Select the status from the top right corner and date when you created the record. After all the information is complete, exit the window.

- Save and Exit from the applicant record. 

- Go to the 'Tenancy' module and select 'New Tenancy'.

- Select your tenant from the contact list and click 'Select Contact' .

- Click yes on the 'Tenancy - New' window. This will update your tenancy record with the applicant information.

- Then click 'Save and Exit'.

 

 

 

 

Please See The Attached Document For More Information


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