Momentum AMS Features
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      3. Momentum AMS Features

      How to Change Your Dashboard to Momentum?

      1. Starting Point

        • Begin in the Legacy dashboard.

      2. Accessing the Change

        • Click on the paperclip icon to access the option to switch to Momentum.

      3. Selecting the Dashboard

        • Ensure you are in the Other or Renewals section (not Grids) before proceeding.

      4. Configuring Preferences

        • Click on the Configurator.

        • Select Preferences.

        • Change from Legacy to Momentum.

        • Save Changes to keep the dashboard in Momentum going forward.

      5. Final Steps

        • Once saved, your dashboard will now be in Momentum.