Your software includes the ability to add reasons for move-out or for closing a lead when a tenant vacates your facility or a lead decides not to rent from you. Assigning a reason is easy and optional in the move-out and lead closing process.
Adding move-out and lead close editing permissions
You can add custom move-out and lead close reasons from your Corporate Settings. For a user to add or remove move-out and lead close reasons, they must have the appropriate permissions. Follow the instructions below to edit this permission.
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1. From the Corporate Level of your software, navigate to the Settings tab. 2. Click Roles. |
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3. Click Edit next to a Role. |
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4. Under the Corporate permissions section, check or uncheck Create and edit reasons for move-outs, closing leads, etc. If All company permissions is checked and you want to remove this permission from the role, you will need to uncheck that box first. 5. Click Update Role in the bottom right corner of the page to save changes. |
Move-out reasons
You can access your Move-out Reasons in your Corporate Software Settings under the Tenant heading. When you access this section, you’ll see a default list of reasons why a tenant might move out of their unit. You can add a new reason by clicking + New move-out reason.
On the next screen, enter your custom reason and click Save.
Once you’ve saved your new reason, it will be populated into the Reason for move-out dropdown at move-out and can be selected when applicable. Y
Lead close reasons
Your lead close reasons can be customized as well. You can access them in your Corporate Software Settings under the Lead heading.
You’ll see a list of default reasons why leads are often closed in this section, but you can add a custom reason by selecting New lead close reason.
Once you’ve saved your new reason, it will be populated into the Lead close reason dropdown at move-out and can be selected when applicable.
Undo Move-Out reasons
Follow the instructions below to add or customize the Undo Move-Out reasons that can be selected when undoing a move-out.
1. From the Corporate Level of your software, navigate to the Settings tab and click Software Settings. |
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2. Under the Tenant section, click Undo Move-Out Reasons. |
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3. Click Edit next to a reason or click New undo move-out reason. |
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4. Enter the name of the reason in the Reason field and click Save. |