Lease proposals must be approved before renewal options become visible to residents in the Resident Portal. You can approve proposals individually or in bulk. While multiple proposals can be approved, only one proposal can be selected for renewal at a time.
Approved lease proposals appear as renewal offers to the resident in Resident Portal where they can view and accept their preferred renewal option. Denied proposals are marked as Inactive and are hidden from view on the resident’s record. Deleted proposals are removed from the resident record.
Approve or deny a lease proposal from the resident record
Use this procedure to approve or deny a proposal for a specific resident directly from their record.
How to do it
Open the resident record:
If the product is Voyager 8 or CRM IQ, use Global search to find the resident.
On the resident record side menu, select General > Lease Info.
Select the Lease Renewal tab to view proposal options.
In the Available Actions column, click Approve next to the proposal that you want to approve. A confirmation message appears.
Click Ok. The proposal status column updates to Approve and the Available Actions column updates with Select and Deny options/buttons.
Approve, deny, or delete a lease proposal from the Renewals dashboard
Use this procedure to manage multiple proposals at once from the Renewals dashboard. From here, you can also delete proposals that are no longer needed.
How to do it
Open the Renewals dashboard:
If the product is Voyager 8 or CRM IQ: From the top menu, select Residents > Renewals.
Select the Manage Proposals tab.
In the Proposals by Status tile, select Pending Approval. The grid displays proposals batches pending approval.
To approve, deny, or delete a specific lease proposal:
In the Next Step column, select View Proposals in the row corresponding to the lease that you want to approve. The proposal batch expands revealing each proposal option for the lease.
In the Available Actions column, choose one of the following: Approve to approve, Deny to reject, or Delete to remove the proposal. A confirmation message appears.
Click Yes. The selected action is completed and the proposal status updates accordingly.
To approve, deny, or delete lease proposals in bulk:
At the top of the grid, select the Select All check box. All proposal batches in the grid are selected and the grid expands to reveal each proposal option within each batch. Buttons appear for Approve [Count], Deny [Count), and Delete [Count].
To exclude specific batches or proposals, clear the check box next to them.
At the top of the grid, select an action: Approve [Count], Deny [Count], or Delete [Count]. A confirmation message appears.
Select Yes. The selected action is completed.
Next Step
Approved proposals become visible to residents in their Resident Portal. Residents can select their desired proposal offer, or property staff can select a proposal on their behalf from the Renewals dashboard or the resident record.