Can I assign a renewal to someone else?

Created by Let's Renew Support, Modified on Fri, 1 Jan, 2021 at 7:46 PM by Let's Renew Support

Yes.  If a renewal is assigned to you but you need to assign it to someone else, simply find the renewal in your list and click on the Edit option.

On the Update screen, scroll down to the field called Assigned To which will be populated by your name.  Use the dropdown menu to reassign the renewal to another user in the list and click on Update. Your renewal will no longer appear in your My Renewals list.

IMPORTANT NOTE: Only renewal owners or a Company Administrator have access to reassign renewals. 

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