Individual Lead Management

Add, convert, and manage leads for individual business growth and renewals.

  • 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 convert Sales Records to Individuals
    Overview After a lead is successfully closed, its Sales Record becomes eligible for conversion into an Individual Record, which can then be managed by a servicing team for ongoi...
  • 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...
  • Lead Temperatures
    Overview Each Sales Record has a Lead Temperature that indicates how much time has passed since its creation date. As the record ages, its temperature and color in the Lead List...
  • 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...