How Do I Export a Target List in AMS?

Agency Management System 360, also called AMS360, is an application that allows the user to create lists of targeted prospects or customers. If you want to export some of your AMS360 target lists to another application, you can do by using the Sales Center component of the program to export the list as a comma-separated values (CSV) file.

Instructions

1. • 1
     Launch the AMS360 application and click on the "Sales" icon in the middle toolbar to open the Sales Center component.
   • 2
     Open the "Target List" tab and select the target list you wish to export.
   • 3
     Open the "File" menu and select "Export."
   • 4
     Name the exported CSV file and click on the "Save" button to save the file on your hard drive.