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Set renewal alerts and reminders

Give important renewals enough lead time and route the preparation work to a named owner before the date arrives.

What you get

Enough lead time to prepare for an important renewal and a clear owner for the work that needs to happen before the date.

Three ways to act on a renewal row

On Renewals, each row's action menu offers:

  • Create Flag — mark it for attention without assigning anyone yet.
  • Create Task — hand it to a named person with a due date. Tasks are repeatable, so a quarterly check can be set once.
  • Create Alert — a reminder ahead of the date.

Steps

  1. Go to Renewals → Active Renewals and sort by date.
  2. For each renewal in the next 90 days worth negotiating, open the row menu.
  3. Create Task and assign it to the person who owns the preparation.
  4. Set a due date that leaves enough time to review usage, contract terms, pricing and internal requirements before the renewal.

Lead time

Use more lead time for expensive, business-critical or contractually complex software. A simple monthly subscription may need less preparation than a large annual agreement with notice periods or procurement requirements.

For advisors

If your current account includes Client Notifications, use them as a supporting reminder rather than a replacement for your own renewal review. Check the client, renewal and sender configuration before relying on automated communication.

Client Notifications settings

Client Notifications settings

What you've unlocked

Important renewals now have a date, an owner and enough preparation time to become a planned review instead of a last-minute reaction.