Occasionally, with multiple tenants in a tenancy, after referencing or at some other point throughout the tenancy, you may need to change the nominated lead tenant.
- Click the Residential Lettings department tab
- Click Tenancies on the main homebar
- Search for the relevant property or tenant name in the Find bar and click Go. Click View on the relevant record
- Alternatively, find and click the relevant property or tenant name from within the Last Viewed section
- Alternatively, find and click the relevant property or tenant name from within the Last Viewed section
- On the tenancy Summary tab, in the Tenancy Details section, click Edit Details
- In the Edit Tenancy section, click the Lead Tenant dropdown menu and select the new lead tenant
- Click Save