How do I create a Marketing Campaign Report?

JenesisNow has new reports on marketing campaigns available!   JenesisNow – Marketing Campaign Report There is a new Marketing Campaign Report in JenesisNow. To navigate to the automatic email and text marketing campaigns in JenesisNow: Click Agency from...

How do I use Productivity Reports in JenesisNow?

How to track productivity in JenesisNow.   JenesisNow – Using Productivity Reports How to track productivity in your JenesisNow system using the transaction log report. First, we’re going to explore the Time Clock report. Begin by going to the clock icon...

How do I Manage and Track Sources in JenesisClassic?

Why should you require a source on every quote/policy? and How to set up source tracking.   JenesisClassic – Manage And Track Your Sources Sources can be found in Quote Control, on the Client Main Screen, and inside your Policy View. Having a source for...

How do I display a Sales Pipeline in JenesisNow?

How to Display Your Sales Pipeline in JenesisNow.   JenesisNow – Adding A Sales Pipeline How to set up your sales pipeline inside JenesisNow, allowing you to follow prospects through until they’re clients. First, from the main screen, click the large plus...

How do I Generate Reports in JenesisNow?

It’s no surprise you want to know how to generate reports in JenesisNow. Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from...