Renewal Pipeline Updates

Check out our video walking you through new updates to the renewal pipeline.

We made some updates to the renewal pipeline and I wanted to walk through them. We updated the design and also moved some filters that were in the completed column. We moved them under filters. You can still track your future effective, and any of your auto completed renewals. We also added some new renewal statuses, like reinstated. We added non-renewal somewhat recently as well.

If I apply filters you can now quickly see what is filtered on the top right. You can also clear that filter very quickly by clicking the clear button.

We also updated the completed column so that it sorts by the most future effective at the top and the least future effective or the oldest if it's in the past at the bottom. Also, when you drag to the completed column, we'll just drop right there and it'll stay there until the page refreshes, and then it'll get resorted depending on how the expiration date fits in with the other ones, but you won't have any more that disappear without you knowing about it.

Let us know if you have any questions.