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 27, 2022
Overview of the built-in or integrated VoIP phone system on JenesisNow. JenesisNow- Integrated VoIP phone system, how it works When you have the RingCentral windows phone installed on your computer, you can efficiently receive and make calls from your computer. What...
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...
