InsuredMine CRM | Optimize and Grow Your Insurance Agency

Customize Action Items in AMS360

You can now customize and map InsuredMine activities to AMS 360 Activities. 

To customize the mapping of activities:

  • Navigate to Settings

  • Scroll down to AMS360 Custom Activities

  • From the drop-down select the AMS360 Activity with which it is to be mapped

  • Click on Save.

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