1. Click on My Clients on the menu bar at the top
2. Locate the Client you'd like to renew and click on the link, Update Status on the right
3. To proceed with updating, you must answer the question - "Does this contact have prior experience working with a site selection company?"
4. If you are progressing with your Client but need additional time, click on the Renew button to request an extension and avoid expiration of this contact.
5. You will be asked the following questions in a short survey:
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- Date of Last Contact
- Date of Next Follow-up
- Goal Search Date
- What is the reason for update the status of this contact?
- What action steps do you plan to take that will lead you to success with this Client?
6. Click Submit Renewal to complete the renewal process