Tenancy renewal negotiation updates

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

From AgencyCloud 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

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

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

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

3. Reporting on renewals due for follow up

The follow up date can be reported on via Power Reports

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

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

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