Contact Management

iLeasePro offers a Contact Management feature to help keep your contacts for each lease organized.  Contacts can be added to any lease by reviewing the help guide Entering and Managing Contacts

Access to all contacts for the lease portfolio can be accomplished on the Contacts page for the Account as shown below.  Contacts can be added or deleted from this page.  This feature allows you to edit the contact details in one place and these details are updated for all instances of this contact where the contact is associated with a lease.

To add a new contact to the account, click on the Add New button at the top of the page.  Enter the contacts details and click the Save button to store the information.

To edit any contact in the account, click on the Edit button (identified as a pencil in iLeasePro) and the contact details will be displayed and available for update.  After any modification of the contact data, click the Save button to store the changes.