Disconnect Leads

It's important to be able to disconnect leads to keep occupancy and billing reporting correct.

  1. Find your lead through global search or Sales Pipeline
  2. Click on your lead
  3. Click on Contacts tab under the lead's header
  4. Click on Disconnect Connected Resident
    Disconnect Leads
  5.  Click Yes, Disconnect in the confirmation modal

Once disconnected, that other lead will no longer be in the list of contacts.