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

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

A renewal check can be marked as Not Needed
A follow-up date can be added to a renewal which can then be reported on using Power Reports

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For a full guide more information on tenancy renewal negotiations - , click here: Tenancy renewal negotiation logging

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 left)

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

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

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