How to set up Individual Records as leads or clients in AMS+

Note: The features in this article are being rolled out in phases and may not yet be available in your account.

This article explains how administrators can configure Individual Type categories in AMS+ to determine whether Individual Records are treated as leads or clients.

Requirements

• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Users permission.

Categorize Individual Types

In AMS+, Individual Records represent individual leads or clients. To control how an Individual Record is treated, you must assign a Category to each Individual Type in Data Administration settings. The Category determines whether that type is treated as a lead or a client.

This setup applies to Individual Records only.

As an administrator, you define how types behave by assigning each one to a category:

• Leads
• Clients

Agent users select a Type on each Individual Record. Based on the assigned category, AMS+ determines whether that Individual Record is treated as a lead or a client.

Note: Agent users do not see category assignments when selecting an Individual Type from the dropdown. Make sure your team understands which types should be used for leads and clients.

AMS+ uses:

• The Type field on the Individual Record
• The category assigned to the selected type

Once Individual Types are categorized, AMS+ can identify which Individual Records are leads and use that data in Sales features.

Assign Type values to Categories

Go to My Agency Settings > Data Administration.

Select Individual Type.

In the Field Options list, use the Category dropdown to assign each type: Leads or Clients.

Select the Save button.

Choose categories based on how your agency defines leads and clients. AMS+ accounts start with the following Types by default. Here is an example of how an agency might categorize them:

Note: If you have already been using the Type field, editing type categories will update your existing Individual Records automatically.

How AMS+ uses type categories

After Individual Types are categorized, AMS+ uses this information to display and filter Individual Records in other features.

• Individual Leads Page: Individual Records categorized as Leads appear in Individual Leads.
• Individuals Page: Filter to Hide Lead Record Types so only Individual Records categorized as Clients are shown in search results.
• Lead Forms: Only types in the Leads category are available when creating Lead Forms for Individual Leads.
• Individual Leads Record Report: A dedicated report for Individual Records in the Leads category, preset to filter by leads so you don't have to manually filter each time.