If a potential tenant has noted interest in a property and the agency would like to proceed with their application, they can be converted to a tenant.
Go to Correspondence > Potential tenant
Locate the relevant potential tenant
Within the Actions column, expand the dropdown and select Add as tenant
A new tenant record will open in which details of the potential tenant have auto-populated
Work through the rest of the tenant's record populating any other relevant information
There are two update buttons available:
Update tenant - adds new tenant record only
Update tenant and link to property - adds the tenant record and then prompts the user to link this tenant to a property