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This guide has been reviewed against our global client base and classed as relevant to all regions

From version AgencyCloud 12.130+, when using the tenancy renewal negotiation function, two updates are available:

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Info

For the latest full guide on the tenancy renewal negotiation (including the new user interface implemented in from AgencyCloud version 12.137+) - click here

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1. Mark a renewal check as Not Needed

From the renewal negotiation screen, Checks section:

  • Click the link and select the required check

  • Tick Not Needed and click Accept

    The check is then displayed as complete but marked as not needed in brackets

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2. Adding a follow up date

From the renewal negotiation screen:

  • A Follow Up date can be set (bottom rightleft)

    The date is visible from both the Renewal Details and Agreement tab of the renewal negotiation screen

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3. Reporting on renewals due for follow up

The follow up date can be reported on via Power Reports

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  • From the Power Reports screen

  • Select report type of Renewal Negotiations

  • Select report criteria:

    • Status - select Negotiating
      To return current negotiations

    • Follow Up - select date range to report on
      E.g. this week, today, next x days 

  • Click Run Report 

Info

For more information on Power Reports including how to build and save a report, click here

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