Onboarding
      Back to home
      1. Help Center
      2. Client: Retention
      3. Onboarding

      Agency Retention Farm Renewal Review Call Sheet Edit Process

      Let's get your edits together to build the backbone of the renewal review process

      Please note - this form is to be used digitally. When you print the form it will not perform as designed and will cause a great deal of confusion. Please download the form and watch the video to fully  understand this smart form.

      Link to Sample Farm Call Sheet

      Form to provide Farm Sheet Edits

      Agency Retention Farm Form Edits
       

      What to do if the form doesn't turn red on your computer: 

       

      In Adobe ---> Edit (or Menu)---> Preferences ---> Forms---> Uncheck "Show border hover color for fields