Migrate from Funnel Leasing to HighLevel

Funnel Leasing prospects map directly to HighLevel Contacts. Core fields (name, email, phone, source) transfer 1:1. Prospect owner resolves by email match against HighLevel users. Funnel's prospect score migrates as a custom number field. The flat contact model in HighLevel means that any multi-entity associations (multiple units, multiple properties) will require separate relationship lookups rather than embedded references.

Renter profile extends the contact record with lease-specific data. We split this into HighLevel Contact fields for personal info and custom fields for lease metadata (lease start, lease end, move-in date). Multiple units per renter create multiple custom field sets. Each unit association requires a lookup relationship to the Unit custom object.

Funnel Leasing properties map to HighLevel Businesses. Property name, address, and unit count become Business fields. Property type and portfolio association migrate as Tags on the Business record for filtering. The tag-based approach enables portfolio-level segmentation across your HighLevel contacts without requiring custom field creation.

Funnel Leasing units require a HighLevel custom object since no standard object models rental units. We create the Unit custom object with fields for unit number, floor plan, bedrooms, bathrooms, rent amount, and availability status. Renter-to-unit associations become lookups linking the Contact record to the appropriate Unit custom object records.

Lease records migrate to a custom Lease object in HighLevel. Fields include lease ID, start date, end date, monthly rent, security deposit, and status. The Lease object links to both the Contact (renter) and the Unit custom object. Historical leases migrate as read-only records.

Funnel Leasing tracks inquiry sources (website, ILS, referral, etc.) as pick-list values. These migrate to a custom pick-list field on Contact and create Tags for workflow segmentation in HighLevel. Tag-based segmentation enables dynamic audience filtering for marketing campaigns and automated follow-up sequences.

Funnel Leasing's leasing lifecycle stages (Inquiry, Tour Scheduled, Tour Completed, Application, Underwriting, Approved, Leased) map to HighLevel Opportunity stages. Each Funnel pipeline gets its own HighLevel pipeline. Stage entry timestamps preserved as custom datetime fields for historical reporting on stage progression duration.

Funnel's omnichannel communication logs migrate as HighLevel Activities. Emails and calls create Tasks with Type set accordingly. Text messages route to HighLevel's Conversations inbox. Original timestamps and owner assignments preserved. The Conversations inbox provides a unified view of all SMS communications per contact.

Funnel Leasing's AI-generated lead scores transfer to a custom Number field on the Contact record. The scoring algorithm itself cannot migrate—teams rebuild scoring rules in HighLevel using Workflow conditions based on activity count and engagement metrics. The migrated score provides baseline data for calibrating the new scoring model.

Any custom fields defined in Funnel Leasing for property-specific data (e.g., renewal type, pet policy, parking assignment) become HighLevel custom fields. Field type preserved where possible (text, number, date, pick-list). Dropdown values mapped via value_mapping. Custom fields on Business objects enable property-level filtering across your entire contact database.

Documents attached to renter profiles or lease records in Funnel Leasing download and re-upload to HighLevel Files. Linked to the corresponding Contact or custom Lease object. File size limits per HighLevel's 25MB per-file constraint. Document links maintain referential integrity with the migrated contact and lease records.

Funnel Leasing team members and owners resolve to HighLevel users by email address. Unmatched owners flagged before migration—teams either create HighLevel users or reassign records to a fallback owner before data lands. Owner resolution ensures accountability for contact follow-up transfers correctly.