by Phil Price | Jan 2, 2023
JenesisNow Dashboard Configuration Notice the blue and white boxes that make up your dashboard page. There is a large empty box at the bottom of the screen (you may have to scroll down), containing a large plus sign. If you click this plus sign, you’ll receive a...
by Phil Price | Jan 2, 2023
Have you been wondering how to integrate and make the best use of Formstack in combination with JenesisNow? Jenesis insurance software for agents now has a Formstack integration feature you MUST know about! This video tutorial teaches you how to setup and use...
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 Gopal D | Dec 14, 2022
How to set up companies in JenesisNow? JenesisNow – Adding Companies You can start by clicking on the 3 lines on the top left. Select Companies and then select + New Company and a company profile will show. Under Company Info, fill in the required fields. Make...
by Gopal D | Dec 14, 2022
How to add a new user and manage existing user accounts in JenesisNow? JenesisNow – User Setup and Managing User Profiles First, on the left sidebar, hover over Users and select New User. Adding a new user will prompt a window to input all the information. If...
