If you manage a multi-unit property, you can add multiple units to the property. Each unit will have its own info and can be added individually to leads.
For example, for the owner lead, add just the property. Then for the prospective tenant leads, you can choose individual units to add to that lead. All those relationships will be tracked on the property record.
Here's what you can track on each unit:
- Unit #
- Sq Ft
- Estimated Rent
Creating Units on a Property
To do this, choose a multi-unit property type from the list when creating the property card.
Or edit the property details and change the property type to a multi-unit property type.
Once you save the property card, you can create each individual unit with all its info by clicking "Add Unit". (Add each unit to the original property card; no need to make a new one for each unit.)
Adding Units to a Lead
Now, when I add this property to a lead, I can choose to include all units or only one. (Click here to learn how to add properties to a lead.)
(For example, for the Owner lead, I would add the property and all units are automatically included:
But for a tenant lead interested in one of the units, I would add the property, then select that unit:
Viewing the Relationships for this Property
Now, from the property table, you can tell that this is a multi-unit property.
Click into the property and you can see all the relationships linked to this property.
Click on each individual unit to see the relationships linked to that specific unit.