AMS360 Integration
In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in
InsuredMine is SOC 2
Type II Certified
list
Download List in Campaign
This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction,
Account Data in Create List Section
While creating a list from the engagement section, you can now access the account data too. To view the enhancement: Navigate to Engagement Click
Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
Create list for the shared board of the pipeline
Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be
List- Engagement
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
Add SCD to the list created
Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time. Use case-
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
List Library
In this article, you will learn: Select All agents added in Lists Share Once a list has been created you can now open the list (Engagement -> List
