How to Log Lead Activity and Invite a Lead to Apply
- Navigate to Leads from the PM dashboard sidebar and open a specific lead.
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In the lead detail sheet, select the Log Activity button.
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Choose an activity type from the dropdown (for example: Call Made, Email Sent, Note Added, Showing Scheduled).
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Enter notes describing the activity, then save. The activity appears in the lead’s timeline (Activities tab).
⚠️ Heads up: Save the activity before navigating away. Unsaved notes are lost.
[SCREENSHOT NEEDED HERE]
- To invite a lead to apply, select the Invite to Apply button in the lead detail sheet.
⚠️ Heads up: If the lead already has an account, the message “Account Already Exists” displays and the invitation is not sent.
[SCREENSHOT NEEDED HERE]
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Choose a property from the list to associate with the invitation.
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Select Submit to send the invitation. The lead receives an email with instructions to create a tenant account and apply.
What to expect
The activity is recorded in the lead’s timeline. The lead receives an invitation email to register and apply for the selected property.
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| “Account Already Exists” message | Lead already has a Propurti account | No further action needed; the lead can proceed to apply |
| Invite to Apply is blocked | Lead has no registered account and must be invited first | Use Invite to Apply to send the registration invitation |
| Activity not appearing in timeline | Page may need a refresh | Refresh the lead detail sheet |