This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
Use Leadlist Administration to define the data elements that you want to use when importing a leadlist into AMS360; import members of a leadlist into AMS360 as suspects, prospects, or customers; and delete suspects.
You must have proper security authorization to access Leadlist Administration.
To access Leadlist Administration from the Sales Center menu, click Actions > Leadlist Administration.
Menu Option |
Function |
Import |
Compares the file you are importing to the lead list definition template for accuracy. If the definitions are valid then the Leadlist Import Name data entry form opens. |
Leadlist Definition |
Opens the Leadlist Definition form where you can create a new lead list definition template, edit an existing template, or delete a template. |
Leadlist Maintenance |
Opens the Leadlist Maintenance form where you can delete imported lists of Suspects. |
Target List |
Opens the Target Lists form where you can create a new list. |
Menu Option |
Icon |
Submenu Options |
Uses |
Activity |
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New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
View |
Opens View Activity. Refine the list to view the desired activities. |
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Contacts |
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Opens the Contacts form. |
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Form Letters |
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Initiates the Form Letters data entry form. |
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Notes |
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New |
Opens the Notes data entry form so you can enter a new note. |
View |
Opens View Notes. Set your view options to view the desired notes. |
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Suspense |
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New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
View |
Opens View Suspense and lists all suspense items due up to 30 days in the future that are not completed. |
This menu provides access to integration functions such as download and upload, launching new centers, reports, and system administration functions. See the Toolbox topic for detailed information about the selections on this menu.
Menu Option |
Icon |
Function |
Context |
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Displays help for the active data entry form or center. |
Search |
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Displays the AMS 360Help table of contents and opening topic. |
Help Center |
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Displays the AMS 360Help Center that contains system news and links to other resources. |
About |
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Shows you the current version information for AMS360. |
Icon |
Feature |
Uses |
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Form Letters |
Initiates the Form Letters data entry form. |
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Contacts |
Opens the Contacts form. |
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Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
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Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
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Notes |
Opens the Notes data entry form so you can enter a new note. |
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Customer |
Opens the Customer Center in a new browser session so you can search for and open a customer. |
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Reports |
Launches the Reports - All selection form where you can select to print reports. For more information see the Reports - All topic. |
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Import |
Compares the file you are importing to the lead list definition template for accuracy. If the definitions are valid then the Leadlist Import Name data entry form opens. |
Leadlist Administration includes three primary functions. Following is an explanation of each of these aspects of working with leadlists:
Function |
What is this? |
Leadlist Definition |
Leadlist Definition is the process of creating a template that defines the data elements in a list and how they map to the fields in AMS360. You can use a template to import multiple leadlists, if the leadlists are the same format. You can access Leadlist Definition by clicking Create New, to the right of the Leadlist Definition list, or from the File menu, select Leadlist Definition. For more information on the process of creating a leadlist template see Leadlist Definitions. |
Import Leadlist |
Import Leadlist involves choosing the Leadlist Definition and selections to use when importing the leadlist. See Import Leadlist Selections in this topic for more information on the options available. Once you have made your selections you can click the Import icon from the toolbar, or from the File menu, select Import. For step-by-step information on importing a leadlist, see Workflow: Import a Leadlist. |
Leadlist Maintenance |
Leadlist Maintenance is where you can review and delete imported lists of suspects that you no longer need. Deleting a list is optional. To access, select Leadlist Maintenance from the File menu. For more information about this feature, see Leadlist Maintenance. |
Use Import Leadlist to import lists of suspects, prospects, or customers into AMS360. Then use the names to create Target Lists.
Field/ Group |
What is this? |
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Select a Leadlist Definition and Import File |
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Select a Customer Type to Import the list as |
Choose one of the following: Lists of suspects can be deleted from AMS360, whereas prospects or customers cannot be deleted. For more information see Leadlist Maintenance. |
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Select the default settings to be applied to the list |
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This procedure assumes you have created the Leadlist Definition template.
From the Leadlist Administration form, Import Leadlist section, select the desired Leadlist Definition from the list.
In the Import File field, type the name of the file you want to import or click Browse to find the file.
Select whether to import the members of the list as suspects, prospects, or customers.
Choose a general ledger Division and Department for the members of the list.
Select an Executive and Representative for the members of the leadlist. If selected, then division/department security applies. These fields are required for prospects and customers, but not suspects.
If desired, choose a Notation.
If importing X-Dates, you can choose a default Line of Business to attach to the dates.
When you are finished making your selections and ready to import the data, from the menu click File > Import or click the Import icon on the toolbar. AMS 360 verifies that the leadlist can be imported using the selected leadlist definition template. If no errors are found then the Leadlist Import Name data entry form appears.
Enter a descriptive name for the leadlist that will make it easy to find in a list of names. (You have up to 45 characters.) Click OK. The import process begins. When your list is successfully imported you receive the following message:
AMS 360 - message |
Import Status: Satisfactory. # (suspects, prospects, or customers) have been imported. OK |
(# = the actual number of suspects, prospects, or customers imported)
Click OK.
To define the data elements on your leadlist, see Leadlist Definition. For regular maintenance of the suspects imported into your system, see Leadlist Maintenance.
My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com © 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:02 PM |