Sales & Compliance
Features for managing the sales experience from lead to client.
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Individual Lead Management
Add, convert, and manage leads for individual business growth and renewals.
See all 5 articles - filed under Individual Lead Management
- Rx Collect Set up and send forms to gather prescription and provider details from beneficiaries. See all 11 articles - filed under Rx Collect
- Dashboards A high-level view of leads moving through your sales process. See all 1 articles - filed under Dashboards
- Reporting Generate detailed reports for individual leads, call logs, and customized sales insights. See all 1 articles - filed under Reporting
- Importing Data Compile leads in a spreadsheet, upload to AMS+ for bulk Sales Record creation. See all 1 articles - filed under Importing Data
- Regulatory Compliance Stay in compliance with Scope of Appointments and ACA Consent Forms. See all 4 articles - filed under Regulatory Compliance
- Rx Collect Set up and send forms to gather prescription and provider details from beneficiaries. See all 11 articles - filed under Rx Collect