How to Use the Prospect List in Momentum AMS

The Prospect List in Momentum AMS is a powerful tool that helps agencies track, manage, and engage with potential clients.

Step 1: Accessing the Prospect List

To begin, log into Momentum AMS and navigate to the Prospects section. The Prospect List will display all prospects in your agency’s database, providing a structured view of potential clients. If you need to add a new prospect, click the + Add New button at the top of the page.

Step 2: Searching and Filtering Prospects

The search bar and filters at the top of the Prospect List allow users to refine their list based on specific criteria. Agencies can filter prospects by:

• Lead Source and Referral Source to track how the prospect was acquired.
• Business Type (Commercial or Personal) to categorize prospects by industry or coverage need.
• Opportunity Stage to monitor where a prospect is in the sales pipeline.
• Assigned Agents and CSRs to find prospects managed by specific team members.
• Tags to segment and organize prospects for better tracking and marketing campaigns.

Once filters are applied, the Prospect List updates automatically, ensuring that agents can focus on the most relevant leads.

Step 3: Customizing the Prospect List View

The Prospect List is fully configurable, allowing users to select which columns to display and arrange them in the order that best suits their workflow.

1. Click on the Configurator Icon in the top right.
2. Select or deselect columns to adjust what is displayed.
3. Drag and drop columns to rearrange the order.
4. Save your settings to personalize your view.

Customizing the Prospect List ensures that agents always see the most important data, such as contact details, opportunity stage, estimated premium, or last follow-up date.

Step 4: Viewing Prospect Details Without Leaving the Page

Momentum AMS includes quick access icons that provide additional prospect details without requiring users to navigate away from the list.

• A small person icon appears next to each prospect’s name. Clicking this opens the Prospect Info Center, where users can view contact details, sales notes, communication history, and associated opportunities.
• Phone numbers and email addresses are clickable, making it easy to call or email a prospect directly from the system.

These features allow agents to stay focused on their sales workflow while accessing critical information quickly.

Step 5: Making Bulk Updates with Batch Actions

The Prospect List allows agencies to apply bulk changes using Batch Actions Mode. This feature is useful for updating multiple prospects at once to maintain consistency across records.

To enable Batch Actions Mode:

1. Click the Checkmark Icon to activate batch actions.
2. Select multiple prospects from the list.
3. Choose the action you want to apply:
   • Assign tags to categorize prospects.
   • Update opportunity stages to reflect where they are in the sales pipeline.
   • Reassign agents or CSRs to redistribute leads.
4. Click the Checkmark Icon again to exit Batch Actions Mode.

Using batch actions allows agencies to keep prospect data organized and ensure timely follow-ups.

Step 6: Exporting Prospect Data for Reports

Momentum AMS makes it easy to export prospect data for external reporting or marketing purposes.

To export data:

1. Click the Export Icon at the top of the page.
2. Select CSV or Excel format.
3. Save or email the file for reporting, tracking sales progress, or importing into marketing tools.

This feature is ideal for agencies that need to track lead performance, analyze conversion rates, or generate contact lists for email campaigns.

Step 7: Keeping the Prospect List Updated

To get the most value from the Prospect List, it’s important to keep records up to date. Agencies should regularly review and update contact details, lead sources, opportunity stages, and assigned agents. Using tags, batch actions, and filters, agencies can streamline their prospect management process and maintain an accurate sales pipeline.

Final Thoughts

The Prospect List in Momentum AMS is a dynamic tool that helps agencies track and convert leads into clients. With its ability to search, filter, customize, update, and export data, agencies can efficiently manage their sales pipeline and follow up on new opportunities.

By leveraging batch actions, quick access icons, and customizable views, agents can stay organized, improve prospect engagement, and increase conversion rates. If you have any questions or need help configuring your Prospect List, reach out to our support team.