Standard format checklist available for renewal negotiation checks - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows the AgencyCloud standard format checklist to be used for tenancy renewal negotiations - once enabled, when reporting on renewal negotiations via Power Reports, criteria to report on checklist detail is available
When accessing an existing renewal where old checklist items had already been completed, the option to switch to the old/legacy checklist format is available (see step 3)
To enable this configuration option, click here to contact Reapit Support
1. Access renewal checklist From a renewal negotiation:
For more information on completing tenancy renewal negotiations, click here |
2. Complete checklist The type/number of checks displayed is dependent on how your business have chosen to set this up
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3. Switch to legacy checks When accessing an existing renewal where old checklist items had already been completed, it is possible to switch to the old/legacy checklist format From a renewal negotiation:
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4. Reporting on checks Checks can be reported on when running Renewal Negotiation reports via Power Reports From main menu:
Example report
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For more information on building Power Reports, click here
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