- Help Center
- Lease Administration
- Creating & Editing a Lease
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How Do I Add a Contact to a Lease?
To add a contact to a lease record in Occupier, first search for the name of the lease in the search bar and click on the name of the lease under "leases"
Next, scroll down to the "Contacts" section and click "Add Contact"
From here you can search to add an existing contact to this lease, or click "Create new contact"
Fill out their contact information, click submit and you are done.
Your contact will show up under that same "Contacts" section as well as the "Contacts" tab. To learn more about the Contacts tab, check out this article.