How do I use the Email Integration feature in JenesisNow?

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,...

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....