Adding a Potential Tenant

Potential Tenant Utility

The Potential Tenant Window lets the operator enter the information required to put the lead into Syrasoft Connect with minimal effort so the operator will be able to focus on selling the potential tenant on the benefits of storing with this facility

1. The operator should enter as much information as possible during the call to assist in converting the lead into a Tenant at a later date and assisting in the facility’s future marketing efforts.
2. Select the method by which the potential tenant has contacted the facility. The options available are:
   1. Phone Call
   2. Walk-In
   3. Internet
   4. Referral
3. Select the type of unit(s) the potential tenant is interested in from the dropdown lists. The content of the dropdown lists is dependent on each facility’s unit mix.
4. If the potential tenant would like to schedule an appointment at a later date the user may enter it here. On that date the event will appear in that day’s Pending Tasks.

Once all relevant information has been entered, clicking Save will commit the Potential Tenant to Syrasoft’s records.