Send Successful Tenant To Manage PM

Once a tenant has been approved for a listing, their details can be sent directly to Manage PM to create a tenancy. This article outlines how to send a successful tenant's details to Manage PM, including entering the required tenancy information such as rent amount, rent period, and bond amount. Upon completion, a tenant folio is automatically created against the corresponding property in Manage PM.

1. On the side menu, click Properties.
2. Click Listings.
   
3. Click the address of the required listing.
   
4. On the right hand side, under Related Contacts, locate the Successful Tenant section.
5. Click Send To Manage PM.
   
6. Enter in the following tenancy details:
   • Rent Amount
   • Rent Period (Weekly or Monthly)
   • Bond Amount
   • Tenancy Start Date
   • Successful Tenants (Will automatically pre-fill)
   • Manage PM Property (Will automatically pre-fill)
   • Tenant Contact Reference: The reference used for the contact in Manage PM.
     • This field is only available if Grow CRM is unable to match the tenant(s) to an existing contact in Manage MP, as this information is needed to create a new contact.
     • If Grow CRM is able to match to an existing contact in Manage PM, this field will be hidden as it will use the existing contact.
        
7. Click Send To Manage PM.
   

A tenant folio will automatically be created against the property in Manage PM.

Back to top ^