Create leases and connect the right tenant records

Follow these steps

1. Add the resident's contact record through Settings → People if it does not exist.
2. Open Leases → Create lease. Select the property, unit, and primary resident; enter the lease dates, rent, deposit, and status.
3. Save and review the lease detail. Use Members to add other lease parties, keeping guarantors distinct from residents.
4. Use Documents → Upload document to attach the signed agreement to the lease. Send the resident invitation from the resident onboarding controls when invitations are enabled.

Verify names, dates, and amounts before saving. Do not create a duplicate lease to correct a typo; request help if an edit control is unavailable.