Once the business has been won, a potential landlord record can be converted to an active landlord.β
Go to Correspondence > Potential landlord enquiry
Locate the relevant enquiry
Within the Actions column, expand the dropdown and select Convert to landlord
A new landlord record will open and details from the potential landlord record will be automatically pulled across
Click on 'Disable read-only mode'
Populate the rest of the record as required
Click on Submit
For information on how to complete the landlord enquiry when business is not won, please click here.
Video tutorial
