Jungo’s Expert Trainers Teach You the Tips & Tricks You Need to Take Your Business to the Next Level
In this boot camp, we will be going over:
Master Your CRM Settings – Create & edit permissions, reset passwords, custom fields, and mass updating.
Managing and Mass Updating Your Contacts – Custom list views, creating accounts, modifying picklists, and different record types.
Email Management and Metrics – Email templates, the Closing Email of the Week, email tracking, and bounced contact reports.
Loan Management, Referrals, and LOS Settings – All about the loan record, earning more referrals with Reffinity, LOS Sync, and milestone mappings.
How to Manage and Automate Your Tasks – Picklists, assigning tasks, events, and deleting recurring events/tasks.
All About Data Management – Merging accounts, exporting data, reports & dashboards, and recovering deleted items.
Automating Repetitive Tasks with Flows – All about flows and saving time with automation.
Take Advantage of Integrations – All about PrintPub, Property Sites, Jungo SMS, BombBomb, and Floify
Register now for Jungo’s first-ever Administrator Boot Camp to learn all this, and more! Are spots all full? Don’t worry, you can join our waitlist!