We just launched a new feature for the Move In process! (And other processes too. 😉)
Now you can choose the stage LeadSimple will pull contacts from! 🎉
Why does this matter?
Previously LeadSimple would pull contacts associated with the property from any current stage. This affected Move In and Delinquency processes, as it could mean that both current and future tenants were pulled into the process. E.g. future tenants could get emails about delinquent rent that was owed by the current tenants, not them.
Now
you can ensure only future tenants will be pulled into the Move In process and only current tenants into the Delinquency process so these issues don't happen.What do I need to do?
✅ Log into LeadSimple
✅ Go to Settings > Process Settings
✅ Make sure you are in the Move In process and click "General Settings"
✅ Change the stage for your "Tenants" contact role to "Future"
(There's no need to update your Delinquency process settings - the Future stage is now no longer considered a "current" stage, but rather a "prospective" stage.)
Note that future tenants are only synced from our direct Buildium and AppFolio integrations; if you aren't on one of those integrations then future tenants aren't syncing into your LeadSimple account and you don't need to worry about this issue 🙂
Let us know if you have any questions! And check out our training article here.