How to Add and Manage Landlord Clients

This article teaches users how to use the “Landlord Clients” tab to keep track of existing landlord clients and their properties. This helps you track upcoming vacancies, monitor newly acquired properties, or quickly refer to specific meeting notes from past interactions. 

‍How to Add a Landlord as a Client

You can add a landlord as a client in two ways: “Quick Add” or with the “+New Client” button.

To add a client with “Quick Add”, complete the following steps: 

1. Access the Rental Beast Main Dashboard and click the “Clients” tab.
2. In the “Quick Add” box, select “Landlord” as the “Client Type”. 
3. Type in the required information and select the appropriate “Status” from the drop-down menu.
    
4. Click “Add” to complete the process. 

To add a client with the “+New Client” button, complete the following steps:

1. Access the Rental Beast Main Dashboard and click the “Clients” tab.
2. Click on the “Landlord Clients List” tab.
3. Click the “+New Client” button. 
   
4. Type in the required information and click “Save”. 
5. Click “OK” on the popup that confirms the contact was added. 

How to Edit A Landlord’s Information

‍To edit a landlord’s information, complete the following steps:‍

1. Go to the “Clients” tab
2. Click on “Landlord Clients List”.
3. Locate the landlord you want to edit and click on their name. 
4. Click the “Edit Client” button and update the desired information. 
   
5. Click “Save Changes” to submit the updated information. 
6. Click “OK” on the popup that confirms the contact information was updated.  

How to Add a Property Card

Property cards allow you to keep information on properties a landlord client owns. This will help you monitor upcoming leases and record any specific property notes. 

To add a property card, complete the following steps:

1. Access the Rental Beast Main Dashboard and click the “Clients” tab.
2. Click on the “Landlord Clients List” tab
   
3. Select the desired landlord client.
4. Click the “+Add a Property Card” button.
   
5. Enter property information and click “Submit” to add the property to a landlord client. 

Frequently Asked Questions

Can I change the page’s viewable contacts to more than 10? 

Yes. You can adjust the number of viewable contacts in the “Rows per page” drop-down field. Click the “10 and the downward arrow” button to expand the drop-down menu and select 25, 50, or 100 contacts per page. 

Related to

• Client management
• Client activity hub

Updated May 10, 2024 21:44