Once a management/Listing has been leased, you will need to follow the below process in Vault.
Contents:
Step by step
1. Navigate to the property card
2. Click the Tenants tab to attach a new or existing contact as the tenant
3. Update the status dropdown to "Leased"
4. This will then prompt you to add the below tenancy details:
- Lease Amount: - The weekly lease amount
- Tenancy Start: - This will default to today's date, however, can be adjusted
- Duration: - Select the lease term of 3 months, 6 months, 1 year, 2 years or 3 years
- Tenancy End: - This will automatically populate based on the duration selected
5. Once you have completed the above tenancy details, click on Set As Leased
6. This will then set the property as "Leased" with the option to Re-advertise/Set As Available in future using the below button
Once the property has been leased, the system will generate a new lifeID. More information can be found in the Property - Understanding Property Life Cycles knowledge article.