Activities & Notes
Track appointments and assign to-dos and pin notes to records in AMS+.
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Creating & Working with Activities
OverviewActivities are actionable to-dos in AMS+. You can use Activities to track interactions with agents, clients, prospects, and team members, and set follow-up reminders. Ac...
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Notes, Attachments, and Pinned Notes
Overview You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can...
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Using Your AMS+ Calendar
Overview The AMS+ Calendar is a tool to help you visualize and track Activities across your agency. The calendar can also help with scheduling as you and your teams plan out Act...