Changing or selecting the lead tenant of a tenancy

  • Updated

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.

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant property or tenant name in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant property or tenant name from within the Last Viewed section
  4. On the tenancy Summary tab, in the Tenancy Details section, click Edit Details
  5. In the Edit Tenancy section, click the Lead Tenant dropdown menu and select the new lead tenant
  6. Click Save