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Renewal pipeline automation changes on account level for AMS360

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


  1. Navigate to the “Pipelines” section.
  2. Click on “Action.”
  3. Click on “Pipeline Settings.”

4. Select the “Renewal Pipeline.”

5. Finally, users can choose their preferred assignee for renewal cards.

Note: The selected assignee will be directly associated with the corresponding renewal card.

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