How do I manage PhoneTree in the Jenesis Hosted environment?

PhoneTree is an automatic dialer that makes calls and sends text messages and emails to your customers regarding their policies.

For PhoneTree to work properly you should take the following steps daily right before you leave the office.

Step 1:  From the Main Screen in Jenesis go to Tools

Step 2:  Click PhoneTree

Step 3:  Hit Build List, wait for it to process and click OK

Step 4:  Now open the PhoneTree software and click the Call Center Tab

This will make sure that your PhoneTree runs properly at its appropriate time.



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