Now in Pipeline Automation, users have the option to select assignees for renewal cards.
These are the new options which have been added:
- The assigned Executive will receive the cards.
- Representative who is assigned to the account will receive the cards.
- Both the Executive and Representative who is assigned to the account will get the cards
Navigation:
- Navigate to the “Pipelines” section.
- Click on “Action.”
- Click on “Pipeline Settings.”
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/28120702/image1-2-8-1024x473.png)
4. Select the “Renewal Pipeline.”
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/28120804/image2-2-8-1024x474.png)
5. Finally, users can choose their preferred assignee for renewal cards.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/28120852/image3-2-6-1024x473.png)
Note: The selected assignee will be directly associated with the corresponding renewal card.