AMS
Use the Account Management System (AMS) to add, manage and protect accounts you are prospecting or actively working with. Check AMS before contacting a new prospect to ensure they are not already working with another Associate.
AMS Statuses and Reporting
Adding a New Company or New Contact
Updating Your Client/Contact
- Error Messages - "This is not a valid Booking ID"
- Error Message - "Please enter a valid RFP Code"
- How to Renew a Client's Prospect status
- How to Update a Prospect Client to Active
- How to Renew a Client's Active status
- How to Update an Active Client to Active Booked
Frequently Asked Questions
- How do I enter a new Client with the status of Active or Active Booked?
- How do I add multiple contacts in the same organization without having to re-key all of the address information each time?
- I get an error message about the company name when updating to Active Booked, how do I update this contact?
- If a Client has past bookings but, no new bookings, what status should they have?
- I'm teaming with another Associate on an account. How do I make sure we can both see the Client in AMS?
- What do I do if I encounter a noted account?