Lease View Icons

The table describes the icons in the lease view.

Icon

Description

Attach an external file to the record..

Generate a document from the shared library.

Create a new lead for this lease.

Add a note to the lease record.

Create a task associated with this lease.

Schedule an appointment about this lease.

Add a new contact to the lease’s account.
(Follow the procedure in Add a Contact to an Existing Account.)