Setup Questions Leasing Agents

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Leasing Agents Setup.

Instructions

  1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
  2. Confirm that you have read the setup details on the topic.
  3. Answer each of the questions on this page.
  4. Use your answers to set up the system.

Questions for Leasing Agents

To what property does this leasing agent data apply?

Enter a property name: _______________________

Leasing Agent Code

What identification code do I want to use for this leasing agent?

Enter a code: ______________________________

Agent Active:

Is the leasing agent active?

Circle one: Yes or No

Agent Name:

What is the name of the leasing agent?

Enter the courtesy title, first name, middle initial, and last name:

__________________________________________

Questions for Address Tab

Address Line 1-4:

What is the mailing address for this leasing agent?

Enter address line 1: __________________________

Enter address line 2: __________________________

Enter address line 3: __________________________

Enter address line 4: __________________________

City, State, Zip:

What city, state, and zip code are associated with the mailing address for this leasing agent?

Enter a city: _________________________________

Enter a state: ________________________________

Enter a zip code: _____________________________

Country:

What country is associated with the mailing address for this leasing agent?

Enter a country: _____________________________

Questions for More Contact Tab

Preferred Method of Contact

What is the preferred method of contact for this leasing agent?
By Phone1-3
refers to Contacts 1-3 that you set up on this tab.

Circle one: By Phone1, By Phone2, By Phone3, By Email, By Fax

Email

What is the email address  for the contact?

Enter a valid email address: _____________________________

Fax

What is the fax number for the contact?

Enter a valid fax number: _____________________________

Contact 1

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 2

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 3

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Notes

Do I have notes to add (maximum 255 characters)?

_________________________________________

_________________________________________

_________________________________________

_________________________________________

_________________________________________

_________________________________________

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Leasing Agent Overview

 

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