AMS360 Activity Sync Restrictions
Activity Sync Restrictions let AMS360 users control and customize activity syncing for improved workflow and compliance. Use Case: Make AMS360 work better for you by
Configuration
All information about a Configuration
Send SMS Notification to the CSR
If the admin wants to notify the CSR about any incoming text via email, they need to click on ‘Send Email Notification to the CSR’.
Fiscal Year Setting on Agency Level and Goal Setting
Once you have set up your fiscal year with InsuredMine, the data pertinent to your setup will become visible to you within the sales goals
Mandatory fields in Lost Deal similar to the Won deal
In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from
Manage account type for Users in Settings
 The latest enhancement allows administrators to grant access to agents based on specific account types. This feature enables agents to create accounts tailored to their
Deal Category” as a mandatory field option under the Won Deal restrictions
The latest enhancement introduces the addition of the “Deal Category” field as a mandatory field for won deal restrictions within the settings. This update ensures
Revenue as mandatory field for Add deal and Won Deal
The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows
Account delete restriction
The latest update includes a new feature within the “Restrictions” section that allows users to designate specific agents with permission to delete an account. Use
User Management
In this article, you will learn: How to Add a User? Agent adding notification to the new user How to change the role and edit
Add member and activate – Workflow automation, share labels, checklists, forms, and templates
While creating a new member, admin can select and allow the agents to import certain content. Agents can only import the selected workflow automation, labels/checklists/forms/templates,
Access Manager (Old UI – V1)
In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using
Manager Access with limited number of Agents
Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to
