Creating a vacates record when a tenant decides to vacate

When a tenant decides to vacate, there are two ways to create a vacate record and begin your vacates workflow.

The first way is to change your Outcome field in Renewals to 'Tenant Vacating' which will automatically create a vacates record for you in your Vacates tab.

The second way is to submit the 'Break Lease/Periodic Lease' form, which lives in your Vacates tab.

If you only update the vacate date in your CRM, this will not create a vacates record automatically. You will also need to complete one of the steps above.