How do I setup and use the consent fee form in JeneisNow?

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...

How do I add a Sales Pipeline in JenesisNow?

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....

How do I set up my client portal in JenesisNow?

How to set up your client portal in JenesisNow. JenesisNow – Setting Up the Client Portal Following the setup of your client portal, you’ll start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations. Now choose your location....