Goal
Informing you on how to manually add match requests to their interest schedule within Kato, allowing them to proceed without waiting for agent approval.
Why
Helps you utilise the reporting tools to capture insights effectively, supporting more informed and comprehensive reports.
Recording the tenant a Tenant Rep may represent and include it in my reports
You can store the tenant as your own intelligence only your team will see.
Within your interest schedule you will see where you currently have 'Unknown' tenants (i.e. un-named demand).
Click on the row so the match panel comes out. On the right you will see the 'Tenant' section where you can store your information.
Be sure to add the option for an unconfirmed tenant, which can be updated later if needed.
Once saved you can set it as a good guess (i.e. 'Intel') or you can confirm you know who they are acting for by setting it as 'Known'.
This can be updated at anytime, but once saved it will appear on your Interest Schedule as below.
