Workflow available for tenancy renewal negotiations - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Automated workflow settings can be used for tenancy renewal negotiations, allowing different automations to be set-up before and/or after saving a tenancy renewal negotiation
For example, workflow could be set-up so that if the renewal reply status was updated for the tenant or landlord, or the rent value changed, an email or internal task could be created
Prior to 12.157, workflow for renewal negotiations was limited to a small number of specific events (such as tenancy renewal completed, tenancy renewal terminated) - this update allows a workflow to be set up when any renewal field is updated
More information on using tenancy renewal negotiations in AgencyCloud is available here:
Tenancy renewal negotiation logging
Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans, click here for more information: https://reapit.atlassian.net/l/c/51gSFobR
Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up
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