• How to make and receive calls in AMS+
    Overview Once you’ve set up the Phone Dialer for your agency’s account, you and other users can make calls from AMS+. Dialer Requirement: Click-to-Call, DialQ, and Inbound and O...
  • How to make three-way calls in AMS+ (Scale Only)
    Overview The AMS+ Phone Dialer supports three-way calls, allowing you to connect with two or more individuals simultaneously. This feature is particularly useful for facilitatin...
  • How to forward calls in AMS+
    Overview Stepping away from your computer for a bit or just wanting calls to forward to your device? This article will teach you how to forward calls from AMS+ to a cell phone o...
  • How to handle call transfers in AMS+
    Overview Our Phone Dialer enables seamless call transfers to other users and ring groups within AMS+. This article guides you through the process. IN THIS ARTICLE How to transf...
  • How to create a call queue
    Overview A call queue is like a to-call list. It organizes the Leads you need to call, helping you remember to reach out to them in the right order. If you have at least one cal...
  • How to use call queues
    Overview A call queue is like a to-call list. It organizes the leads you need to call, helping you remember to reach out to them in the right order. IN THIS ARTICLE How to add ...
  • How to Make Calls in AMS+ (Click-to-Dial)
    Overview In AMS+, you can store phone numbers for clients, leads, agents, and other important contacts in your book of business. If you want to call someone, you have to pick up...
  • How to block calls in AMS+
    Overview Blocking calls prevents spam, harassment, unwanted solicitations, or disturbances, keeping your lines open and free for business communications. If your account is on t...
  • How to assign call recordings to records in AMS+ (Scale Only)
    Overview Every inbound and outbound call managed through AMS+ is recorded and stored within the system. The system automatically tries to match and assign recordings to existing...
  • How to Upload Call Recordings to AMS+
    Overview If you’re using a third-party phone system or VoIP (Voice Over IP) app that can record calls, you could upload and attach the recordings to records in AMS+. With everyt...
  • Call Reporting
    Overview This article outlines our reporting features for call recordings and call logs. IN THIS ARTICLE Call Recordings Report Call Logs Report Call Recordings Report This ...