This guide provides a step-by-step process for renewing a tenancy in the iamproperty CRM, ensuring a smooth and efficient experience. By following these detailed instructions, users can easily navigate the system and complete the renewal process without confusion.
Alert: Alert! This guide shows the process for changing the Tenancy End Date on CRM, also known as Renewing a Tenancy.
You will have your own company processes around what other actions are required to be completed before and after this is done.
1. Navigate to the Tenancy record that you are renewing the agreement for.
2. Click into the Renewal Start field (specifically where the date is).
3. Edit the date to the start date of the NEW tenancy. Select Month, Year and Day
TIP! clicking on the month shows all the months, clicking the Year shows a range of years into the future. This is the easiest way to select the months and years.
e.g. Click "2026" Click "30" for 30th June 2026
4. The new Tenancy End Date will automatically populate based on the letting term (eg 12mth) Then click 'Save'
5. If you have your tenancy agreements uploaded into CRM, the updated tenancy agreement can be sent by clicking on the Letters icon and searching for, selecting and creating the document.
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