Groups

Overview Groups are a record type for storing and tracking basic client, lead, and prospect information on companies and organizations. With individuals and policies in your acc...

Overview Keeping track of employment information is key when working with groups and their employees. Add employee information to AMS+ so you can have it at your fingertips when...

Overview As you and your team create group records in AMS+ (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it difficult to fin...