Individual Lead Management
Add, convert, and manage leads for individual business growth and renewals.
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How to set up Individual Records as leads or clients in AMS+
Note for accounts using Sales Records: The Individual Type category functionality does not apply to your account. This feature is available for Enhanced Records accounts only. T...
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How to choose the correct Type for an Individual Record in AMS+
Note for accounts using Sales Records: The Individual Type category functionality does not apply to your account. This feature is available for Enhanced Records accounts only. T...