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Potential landlords - Converting a potential landlord to an active landlord

Updated over 6 months ago

Once the business has been won, a potential landlord record can be converted to an active landlord.​

  1. Go to Correspondence > Potential landlord enquiry

  2. Locate the relevant enquiry

  3. Within the Actions column, expand the dropdown and select Convert to landlord

  4. A new landlord record will open and details from the potential landlord record will be automatically pulled across

  5. Click on 'Disable read-only mode'

  6. Populate the rest of the record as required

  7. Click on Submit

For information on how to complete the landlord enquiry when business is not won, please click here.

Video tutorial

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