How Do I Add Multiple Contacts To One Potential Landlord Record?

Margaret Lathwell
Margaret Lathwell
  • Updated

Question:

I have a potential Landlord who would also like an additional contact added, how can I do this?

Solution:

Click on the Landlords tab and Add New Potential Landlord.

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Enter the main contact details and click Save.

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Click on the contact name in Blue under Contact Details.

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Click on Convert to Detailed Contact and save.

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From here you will be able to Add Another Person to the same record

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Fill in the relevant contact details and then click Save.

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