How to Add a Contact (Tenant, Other) – Proprio Expert How to Add a Contact (Tenant, Other) - Proprio Expert

How to Add a Contact (Tenant, Other)

Vous êtes ici :
< All Topics

This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on “Add” at the top right.

3. Enter the name of the contact, their preferred language, and any other information you deem necessary.

4. Click on “Finish.”

You have now created a contact.

Transcription of the Subtitles

To add a contact, go to the “Data” tab and the “Contacts” subtab. Click on “Add.”

The only required fields are the first and last name of the contact.

Next, select the communication language of the contact.

For example, if you send them a lease, the lease would be in the language you selected.

When this is done, click on “Finish.”

As you assign this contact to certain elements in the software, such as a lease or a collection, this information will appear in the contact’s file.

Previous How to Add a Departure Date to a Lease
Next How to Add a Document to a Contact’s File