Option No. 1: Via a New Deal
1. Navigate to the Deals page on the left side of the screen. Then click on the blue + icon.
2. On the New Deal Pop Up, Click the arrow under company and select the current tenant you want to run a renewal on from the drop down.
3. Select the property and suite the tenant is renewing.
4. Fill out the tenant requirements, Deal Type, and select a Task Template. After filling out these fields, click save.
5. Move forward with the task template workflow you have chosen in order to complete the deal to move it to your Dottid rent roll.
Option No. 2: Via Your Rent Roll
1. Navigate to Properties page on the left side of your screen and select a property.
2. Click into the tenant tile on your rent roll for the suite you want to run a renewal on.
3. From the suite card, select the Renewal button.
4. Current tenant and suite information will auto-populate as well as the deal type. Fill out the Tenant Requirements and select a task template from the list and then click Save.
5. Move forward with the task template workflow you have chosen in order to complete the Renewal deal and move it to your Dottid rent roll.