This article explains how to create and delete call queues in AMS+. Call queues help organize your outreach by grouping leads and clients you need to call, ensuring follow-ups happen in the right order.
Requirements
- Your agency’s AMS+ account must be subscribed to the Elevate package.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
Create a call queue
- Go to My Agency Settings.
- Find and open the Phone Dialer & Call Queues setting.
- Navigate to the Call Queues tab.
- In the Description field, enter the queue’s name.
- Choose the users who should have access to the queue.
You can assign specific users or all users. You can also add a user to all existing queue.
- Select the Add Call Queue button to create the queue.
Deleting a call queue
Deleting a call queue will remove it from all Individual Records and Sales Records. Any users previously assigned to the queue will also lose access. Before deleting, confirm that the queue is no longer in use.
- Go to My Agency Settings > Phone Dialer & Call Queues > Call Queues tab.
- Select the Delete button next to the call queue you want to remove.
- Confirm the deletion when prompted
Example call queue names
- 1st Attempt
- 2nd Attempt
- 3rd Attempt
- 4th Attempt
- Final Attempt
- AEP Leads- Need Appointment
- AEP Clients- Need Appointment
- Quote Follow Up
- Turning 65
- Upsell to Dental
- Upsell to Life
- Upsell to Final Expense
- Upsell to Flood Insurance