Time Clock within JenesisNow JenesisNow- Time Clock This video will demonstrate how to use the time clock feature within JenesisNow. First, turn on the timeclock to make it active, and this is done by going to the left-sided vertical toolbar, clicking on Agency, then...
Searching for Clients within JenesisNow JenesisNow- Manually Renewing Policies In this video, we will go through the steps to renew a policy manually in JenesisNow. Go to the policy page, then go to the Policy Info card; inside this card, click on the Renew Policy...
Searching for Clients within JenesisNow JenesisNow- Searching for Clients This video will demonstrate how to search for your clients inside JenesisNow. There are a few ways to find your client. First, use the Name Search bar in the upper-right corner. In this field,...
Linking Companies within JenesisNow JenesisNow- Linking Companies This video will show how to add a website link to a company profile within JenesisNow. Go to the left-vertical toolbar, click on Companies, then All Companies if wanting to add to an existing company,...
Imperial Finance PFS Integration within JenesisNow JenesisNow- Imperial Finance PFS Integration This video will show how to integrate Imperial Premium Finance with JenesisNow. The Imperial Premium Finance website is at ipfs.com, where an account must be set up. Once...
