The steps below outline how you can amend a landlord record to show as a company.
- Click Landlords on the main homebar
- Search for the relevant landlord in the Find bar and click Go. Click View on the relevant record
- Alternatively, find and click the relevant landlord from within the Last Viewed section
- Alternatively, find and click the relevant landlord from within the Last Viewed section
- On the landlord Summary, click Special Actions
- Click Convert To Company
- Complete the necessary details in the Company Details section
- Ensure all other remaining information across all sections is as up to date and complete as possible
- Click Save
The landlord now appears with a company name.