Individual Lead Management

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

  • How to create and manage Sales Records
    Note for Enhanced Records accounts: This article describes processes for managing Sales Records. These do not apply to your account. You can check your account's subscription pa...
  • How to convert Sales Records to Individuals
    Note for Enhanced Records accounts: This article describes the conversion process for Sales Records. This does not apply to your account. You can check your account's subscripti...
  • How to create Record Types
    Note for Enhanced Records accounts: This article describes Sales Record features. These do not apply to your account. You can check your account's subscription package on the Su...
  • Lead Temperatures
    Note for Enhanced Records accounts: This article describes Lead Temperatures for Sales Records. This does not apply to your account. You can check your account's subscription pa...
  • How to create and use Tags
    Note for Enhanced Records accounts: This article describes Tags for Sales Records. These do not apply to your account.  You can check your account's subscription package on the ...
  • Sales-specific Data Fields
    Overview This article covers existing data fields that have expanded functionality to support Sales-specific features in AMS+. If you want to create custom fields for Leads or L...