A prospect is a future tenant. Typically, prospects come into Breeze from RENTCafé -- people find your listing on RENTCafé and apply for an apartment, creating a prospect record in Breeze. You can also add a prospect directly in Breeze, to keep track of applicants as you screen them or take other verification steps.
When you accept the prospect, you make them a tenant in Breeze.
Note: The prospect must have a status of Applied.
To make a prospect a tenant
Go to Tenants > Prospects. Locate the prospect you want to convert and open the page.
Click the Move In button.
A warning appears.
Click Proceed. The New Tenant screen appears, in edit mode.
Check the information on the screen and then click Save, to create the tenant record.
Breeze asks if you want to create charges for the new tenant.
For this example, we click Continue to create the charges, and Breeze displays the tenant record with outstanding charges.
From here, you can create a receipt for the charges (if the tenant has given you a check). Click Receive Payment.
Or, if you have another prospect to convert, return to Tenants > Prospects.