Adding a Prospect
  • 23 Jun 2021
  • 1 Minute to read
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Adding a Prospect

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What is a Prospect?

DoorLoop defines a Prospect as a potential tenant who has been qualified as fitting certain criteria. Prospects should fit your target market, have the means to lease your property, and are authorized to make buying decisions

Creating a Prospect

  1. Navigate to People > Prospects.

  2. On the top right of the page, click + New Prospect.

  3. The first step is to add the Prospect Details which include:
    * First and Last Name
    * Company
    * Job Title
    * Notes
    * Contact Info
    * Phone
    * Email

  4. Addresses: Street / City / State / Country / Zip Code

  5. Alternate Address: Street / City / State / Country / Zip Code

  • Marketing Profile:
    * Assign to User
    * Lead Status
    * Lead Source
    * Lead Medium
    * Credit Score
    * Monthly Income
  • Search Criteria
    * Min Bedrooms
    * Min Bathrooms
    * Max Rent
    * Move-in Date
  • Related to:
    * Property - Click + Add Another Property to associate with multiple properties.

Finally, click Save and your new Prospect will be added to your DoorLoop system.


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