Once a rental application has been assessed, you need to record the outcome in Manage PM to keep your CRM up to date and move the process forward. This article covers how to approve or reject an ApplySafe application, either directly from the Applications section or from within the application itself.
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Via The Applications Section
- On the side menu, click CRM.
- Click Applications.
- Hover your cursor over the required application.
- Click either Approve Or Reject as required.
From Within An Application
- On the side menu, click CRM.
- Click Applications.
- Hover your cursor over the required application.
- Click View.
- Under Application Details, click the current status.
- Select either Successful (Approve) or Unsuccessful (Rejected) as required.
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