by Phil Price | Jan 2, 2023
How to add a customer in your system that owns multiple businesses in JenesisNow. JenesisNow – Managing clients with multiple businesses How to add a customer in your system that owns multiple businesses in JenesisNow. Add each client’s profile separately, being...
by Phil Price | Jan 2, 2023
This video tutorial will give you a quick overview of the Email Integration feature in JenesisNow. Get a full overview of Company Setup in JenesisNow here: https://youtu.be/l1_LQIwG3x4 JenesisNow – Email Integration To set up your email integration,...
by Phil Price | Oct 24, 2022
How to setup and use the consent fee form in JeneisNow. JenesisNow – Fee Consent Form Start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Once in Agency Locations, choose your location. (You should do this for every...
by Phil Price | Oct 17, 2022
How to create a sales pipeline in JeneisNow. JenesisNow – Adding A Sales Pipeline First, you’ll want to set up a series of Dashboard cards. To add a dashboard card, click the plus sign. Different options will open in a pop-up window, but we will select Client....
by Phil Price | Oct 7, 2022
How to use a spell checker when writing an email in JenesisClassic. JenesisClassic- Spell Checker Your email now has a spell checker. A red line will appear under the word if you misspell a word while writing an email. To fix the misspelled word, right-click it and...
