Marketing
Leads
A lead is a prospective tenant who has shown interest in renting from you. The Leads page at Marketing → Leads is the central list of everyone in your funnel — whether they reached out through a public listing, submitted an application form, or were added by your team.
Where leads come from
Leads are created automatically and manually:
- Listing inquiries — when someone submits the inquiry form on a public listing page, a lead is created with the source set to Website and linked to the unit they were viewing.
- Application form submissions — completing a shared application form creates (or updates) a lead.
- Manual entry — add a lead yourself from a phone call, walk-in, referral, or other channel.
Add a lead manually
- Go to Marketing → Leads and click Add Lead (or Create).
- Enter the prospect's first name and email (both required), plus optional last name and phone.
- Choose a Source — Website, Craigslist, Facebook, Instagram, MLS, Referral, Walk-In, Zillow, Apartments.com, or Other.
- Optionally set the property and unit they're interested in, budget range, desired move-in date, bedrooms/bathrooms, pets, occupants, and notes.
- Optionally assign the lead to a team member.
- Save — you'll land on the lead's detail page.
Lead statuses
Every lead has a status that reflects where they are in the funnel:
- New Lead
- Contacted
- Showing Scheduled
- Applied
- Under Review
- Approved
- Lease Signed
- Lost
Update the status from the lead's page or by dragging the card in the Pipeline. Setting a lead to Lost prompts you for a reason and removes it from the pipeline board.
Working a lead
From a lead's detail page you can:
- Email the lead — send a saved email template or a custom message, and optionally schedule it for later.
- Quick-update assignment, next follow-up date, and showing scheduled time. Reassigning a lead notifies the new owner.
- Request documents — send a document request and collect uploaded files.
- Generate a form link — create a shareable application form link for this lead.
- Review the activity timeline and the submitted application fields (when the lead applied).
Tip
The list view supports filtering by status, source, assigned user, property, and creation date, plus a free-text search across name, email, and phone.
Converting a lead
When a prospect is ready to move in, you have two paths from the lead's page:
- Quick Lease — create a lease directly from the lead. This auto-converts the lead into a tenant, creates the lease (active or draft), transfers any uploaded document-request files to the tenant, and can generate the first invoice. The lead status moves to Lease Signed.
- Convert to Tenant — create a tenant record without a lease, for cases where you'll set the lease up separately.