All information about a Configuration
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
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’.
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
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
 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
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
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
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
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In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using
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
In this article, you will learn: Data Access to all agents (On Request) Edit Access – Report, Deal card, Template, Contact InsuredMine Agency Portal user
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