Home → Membership → Group Renewals → Searching for renewals

3.2. Searching for renewals

To search for bolt-on or group member renewals within a specific period, select the calendar icon to the right of RENEWAL DATES BETWEEN and enter your preferred date range.

Once the dates are entered, select Apply to display the relevant renewals.

 

The Group Renewals page will attempt to locate any matching sale pipeline items that have a Date Expected within 30 days of the record’s Date Renewal. To avoid confusion when running renewals, we recommend setting the Date Expected and Date Renewal to the same date.

The page will only match sale pipeline items where the Group Name for the renewal is included in the Sale Service name. For example, if the Group Name is Creative Sector Group, the Sales Pipeline item should use a Sale Service name such as: Bolt-On – Renewal – Creative Sector Group.

If no matching Sales Pipeline item is found, the record will display No Group item Sales Pipeline. Selecting the plus () button will allow you to create the appropriate sale pipeline item for that renewal using the details shown in the grid.

If your organisation uses Contact Group Memberships, these will also appear on the Group Renewals page.