With the MagManager renewals feature you can easily manage renewals:
- Search for potential renewals
- Send emails to clients
- Prioritise your renewals using MagManager's renewals scoring
- Organise your renewals into ‘hot lists’
- Keep track of renewals revenue
- Identify where revenue has been reduced
- Create notes and actions directly from the renewals list
- Defer renewals until a future date
The Renewals screen can be found by clicking on Renewals on the top navigation bar.
NOTE: Some non-admin users will only be able to see the renewals that are assigned to them. See How to enable renewals for non admin users.
TIP - Right click on the Company Name to open the client in a new tab. If you wish to update the client record without losing your place on the renewals screen.
The renewals screen has various tabs:
- The Search tab is where you start.
- The All Renewals tab lists renewals that you have selected to work on.
From All Renewals you can move your renewals into lists, and these can be found in the other tabs:
- The Definitely Out tab.
- The Carried Forward tab.
- The ‘+’ tab allows you to add your own lists.
You can create your own “hot-lists” to plan your renewals, for example:
- Individual lists for each member of your team to work on .
- Lists for sections, or features you wish to run, such as 'Education, Health & Fitness etc'.
- Lists for an email campaign.
