Legacy Content

Access and manage features and settings exclusive to accounts using Sales Records.

  • How to build Custom Sales Reports
    Note for Enhanced Records accounts: Custom Sales Reports are a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit...
  • Settings for the AMS+ Sales Dashboard
    Note for Enhanced Records accounts: The Sales Dashboard is a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit t...
  • Sales Automated Workflow
    Note for Enhanced Records accounts: Sales Automated Workflows are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced ...
  • How to create and manage Sales Records
    Note for Enhanced Records accounts: This article describes processes for managing Sales Records. This does not apply to your account. To check if your account is on Enhanced Rec...
  • 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. To check if your account is on Enhanced...
  • How to import Sales Records
    Note for Enhanced Records accounts: This article describes importing Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit t...
  • How to create Record Types
    Note for Enhanced Records accounts: Record Types are a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit the Sub...
  • Lead Temperatures
    Note for Enhanced Records accounts: Lead Temperatures are a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit th...
  • Leads
    Note for Enhanced Records accounts: The Leads REST API is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records,...
  • How to create and use Tags for Sales Records
    Note for Enhanced Records accounts: Lead Tags are a Sales Records feature. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscr...
  • Creating a Lead Form for Sales Records
    Note for Enhanced Records accounts: Lead Forms for Sales Records are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanc...
  • How to connect premium Sales Workflow HTTP Trigger actions to Zapier
    Note for Enhanced Records accounts: Sales Workflows are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, v...
  • CSG Actuarial (Quoting Engine)
    Note for Enhanced Records accounts: The CSG Actuarial integration is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanc...
  • Lead Routing Rules
    Note for Enhanced Records accounts: Lead Routing Rules are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records...
  • FEX Quotes (Quoting Engine)
    Note for Enhanced Records accounts: The FEX Quotes integration is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced ...
  • How to create and use Analytic Tables
    Note for Enhanced Records accounts: Analytic Tables are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, v...
  • How to create Sales Records for client renewals and existing Individuals
    Note for Enhanced Records accounts: This article describes creating and merging Sales Records for existing Individual clients. This does not apply to your account. To check if y...
  • How to mass create Sales Records from Individual Records
    Note for Enhanced Records accounts: This article describes mass creating Sales Records from Individual Records. This does not apply to your account. To check if your account is ...
  • Connect to Third-Party Lead Forms using Zapier (For Sales Records)
    Note for Enhanced Records accounts: This article covers creating Sales Records via Zapier, which is only available for Sales Records. This does not apply to your account. To che...
  • Sales Mass Email
    Note for Enhanced Records accounts: Mass Email is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit t...
  • Migrate Individual leads to Sales Records
    Note for Enhanced Records accounts: The Lead Migration Utility is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced ...
  • RingCentral - Saving Call Recordings to AgencyBloc using Zapier (For Sales Records)
    Note for Enhanced Records accounts: This article covers saving RingCentral call recordings to Sales Records, which is only available for Sales Records. This does not apply to yo...
  • Vonage - Saving Call Recordings to AMS+ using Zapier (For Sales Records)
    Note for Enhanced Records accounts: This article covers saving Vonage call recordings to Sales Records, which is only available for Sales Records. This does not apply to your ac...
  • Sales Workflow Recipes
    Note for Enhanced Records accounts: Sales Automated Workflows are only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced ...
  • Direct Mail Manager (For Sales Records)
    Note for Enhanced Records accounts: The Direct Mail Manager integration is only available for Sales Records. This does not apply to your account. To check if your account is on ...