Here is a detailed list of what information syncs over from AMS360 to AgencyZoom and shows in the My Customers tab.
Important:
- Type must = Customer. Otherwise, we do not sync it over into My Customers in AgencyZoom.
- We sync both Active and Inactive Customers. The default filter of My Customers is set to show you Active Customers.
- If Firm Name is used, we will show that as the Customer Name and use the First and Last Name as the contact.
- Green Box = We sync this data over
- Orange Box = We will sync this data over in the short future
Customer Overview
Policy Data:
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