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Renewal pipeline automation based on departments for AMS360

Description: You can now set renewal automation based on each department.

Benefit: More flexibility to create renewal automation.

Navigation

  • Navigate to the Pipeline module.
  • Access the Three dots in the top right corner. Select Pipeline Settings.
  • Scroll down to select the Renewal Pipeline.
  • Toggle on \”Do you want to enable renewable automation?”.
  • Select by Department.
  • Scroll down to make the necessary changes for your renewal automation and click Save Settings.

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