• How to create and manage Sales Records
    Overview Sales Records track information about potential Individual clients in your sales process. To maximize your conversions, add your leads to AMS+, and use our call-making,...
  • How to create Record Types
    Overview Record Types allow you to define and segment your Sales Records to meet your agency’s specific business processes. Create ones like Lead, Renewal, or Do Not Contact, an...
  • How to create and use Tags
    Overview Tags are descriptive labels or keywords that you can add to a Sales Record to help categorize and organize it with other similar Sales Records more efficiently. Statuse...