How to Add Multiple People to an Opportunity
A guide for adding co-applicants or co-signers to an opportunity in Lease Assist
Additional people, such as co-signers or co-applicants, can be added to an opportunity to ensure all lease participants are properly associated. This allows Lease Assist to run automation correctly, keep records accurate, and provide full visibility into everyone connected to the opportunity. The step-by-step guide below shows how to add additional people to an opportunity so it continues to flow correctly through Lease Assist.