Overview
This article covers existing data fields that have expanded functionality to support Sales-specific features in AMS+.
If you want to create custom fields for Leads or Lead Policies, go to Settings > Servicing > Data & Custom Fields > Custom Fields. Please note that these field types are not supported:
- Number
- Currency
- Percent
- Checkbox
- Checkbox list
If you want to make your data more reportable and actionable, use Analytic Tables.
IN THIS ARTICLE
Activity Type
If you want an Activity to show up on your AMS+ Calendar, it must have a due date. If you want that same Activity to be marked as busy on your Calendar, its Activity Type option must be assigned to the ‘Appointment’ category in Data & Custom Field settings.
To add an Activity Type option to the ‘Appointment’ category:
- Go to My Agency Settings.
- Find and open the Data Administration setting.
- Choose ‘Activity Type’ in the Select a field to administer dropdown menu.
- Locate an Activity Type and expand the ‘Category’ dropdown menu. Choose the ‘Appointment’ option.
- Rinse and repeat if you want to assign other Activity Types to the ‘Appointment’ category.
- Save.
Status Options
There are Individual and Policy status dispositions. You might have a client who is “Active” (Individual Status) with two in-force Policies and another that was “Termed” (Policy Status). Let’s look at how to customize both options.
Lead and Individual Statuses
Status options for Lead and Individual records are configured in the same place.
To create or edit Lead/Individual Status options:
- Go to My Agency Settings.
- Find and open the Data Administration setting.
- Choose ‘Individual Status’ in the Select a field to administer dropdown menu.
- Add, edit, and re-order the status options.
The status options you see here will be listed in Lead and Individual dropdowns.
Policy Status
When a lead results in a successful sale, you can either convert the Lead record into a new Individual record or merge it with an existing one.
During this transition, all pertinent information and Lead Policies are carried over to the Individual. Please note, only Lead Policies that meet specific status criteria are included in this transfer.
A Lead Policy qualifies for transfer only if its status is designated for conversion. You can make these designations in the Data & Custom Field settings.
To add, edit, or designate a Policy Status for conversion:
- Go to My Agency Settings.
- Find and open the Data & Custom Fields setting.
- Choose ‘Policy Status’ in the Select a field to administer dropdown menu.
- Decide which status options you want to use for the conversion process and check the ‘Conversion’ box.
- You can add and edit status options here as well.
- Save.