Add a note to a lead, applicant or tenant
Keep a factual note on the intended renter record and distinguish it from a sent message.
On this page
Open the person
Find the lead, applicant or tenant from the appropriate Renters list and open their profile.
Save the note
Use the note or activity action provided on the profile. Write the relevant observation or follow-up and save it.
Check the activity
Reopen the saved activity and confirm the note belongs to the intended person. Use Messages separately when you need to contact the renter.
Check the result
- The note appears on the correct record and is not mistaken for a delivered message.
FAQs
Does saving a note notify the renter?
A profile note is different from a message. Use the displayed message action and review its recipient if you need to contact someone.
Should I include full bank or identity numbers?
No. Use the relevant record reference and factual context. Sensitive verification information belongs in its designated secure workflow.