How do I use Company Setup – “Other” in JenesisNow?

Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow.

JenesisNow – Company Setup “other”

To add a new company, select Company from the vertical menu bar on the left, and +Add Company.

In the Company List, you can add a new company and you can filter by status and by company type.

There is a new option now called “other.” This is for companies that are not agencies or rating companies, but that you want to keep track of in your system.

Double click on the company name to add the company to a specific location, copy the company to a different location, edit or add contact information such as phone number, address, and website detail. You may also add notes, attach images or files, and note your contact (people) at that company.

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