Want to learn more about the Accounts Page? Here is an overview!
Accounts Page Overview
Welcome to the home screen of your Account Page in Agency Revolution:
On the upper-right corner of your screen, you will see your account name followed by four icons:
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The gear icon is where you will find your company information. You can set your main company name, address, and contact information along with setting your local timezone as well as add users to the system.
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The bell icon is for important notifications or things in your system that need your attention. A 'red' number will show up next to the bell letting you know how may items need your attention:
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Use the lightning bolt icon to see the latest updates.
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Use the chat bubble icon to Get Help! You can start a chat, contact support, browse the help center, and more:
Across the top, you will see the main system navigation. Here it will tell you which list you are working in (in this case, AMS360), and on the right-hand side you can search for a contact, send a message, or manage your lists:
Viewing and Creating Segments
On the left side of your screen you will see a list of your current segments as well as the ability to create a new segment by clicking the "+ Add Segment" button:
As you create segments, we suggest naming the segment exactly what the segment represents. For example, "Active Customers" could be one segment, and "Active with Emails" could be a different segment.
On the right side of your screen you will see a list of names, emails, addresses, and client types from your chosen segment:
Click on a name in the name column to discover more details about a specific account:
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- This section contains basic information about a contact, such as their name, email address, phone number, number of active policies, and years as a customer.
- Click on the tabs in this section to see an account's activities, policies, claims, responses, campaigns, and AMS Data.
- This section displays more details about an account, like tags, account information, account rep, producer, and email subscription settings:
Pipeline Lead: If an account is associated with a Pipeline lead, a link will be displayed in this section along with the stage the lead is in. Click on the link to easily navigate to the account's Pipeline lead. If more than one Pipeline lead is associated with an account, you will have a "View All" option available.