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Adding a Lease

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Free

COURSE ID

10

COURSE DESCRIPTION

This course is designed to provide User Administrators with an in-depth look at how-to add a lease into the Visual Lease platform. By the end of the course, you will know how to enter a lease by using new lease entry forms, copying an existing lease or importing it through our importer tool.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 12:55
  • Students 0
  • Assessments Yes
Becky Brown

Implementation Manager

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Intro

  • Welcome to Training with Visual Lease.  This course is designed to allow you to understand how to create new lease records in your platform.
  • By the end of this course, you’ll understand when to use different methods including – Lease New, Lease Express, Save As and the Import Template – so that you can easily add new records to your platform. You will also learn best practices when setting up a lease ID or unique lease identifier for each new lease in your portfolio.

Let’s first review the 4 methods from a high level first so you can better understand when you may want to use each. Then, I will show you how they work.