junxure admin guide to settings - amazon s310 things you didn’t know about junxure new training...
TRANSCRIPT
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The Junxure Administrator's Guide to Settings
Presented by Training Specialist, Jan Delory
10 Things You Didn’t Know About Junxure
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SEPTEMBER 23-25 | OMNI LA COSTA RESORT & SPA (CARLSBAD) | CONFERENCE.ADVISORENGINE.COM
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What am I going to take away from this class today?
• Become familiar with features you didn’t know existed
• Better understand how to use areas of Junxure you already knew
• Explore ways you can maximize your use of Junxure
It’s a surprise!
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Do you know your way around a Record?
4Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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Key Record Fields
10 Things You Didn’t Know About Junxure
Birthday List
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Key Record Fields
10 Things You Didn’t Know About Junxure
Referred By
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Do you know who is in your database?
7Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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Relationships
10 Things You Didn’t Know About Junxure
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Informational Contacts
10 Things You Didn’t Know About Junxure
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Did you know you have access to pre-built reports?
11Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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Meeting Monitor Report
10 Things You Didn’t Know About Junxure
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Record Summary
Report
10 Things You Didn’t Know About Junxure
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Did you know you can customize your data?
19Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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User Defined Fields
10 Things You Didn’t Know About Junxure
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Do you know how to make changes in Junxure?
24Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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Data Change Tools
Record, Action, Asset
10 Things You Didn’t Know About Junxure
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Did you know you could integrate?
26Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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Integrations
10 Things You Didn’t Know About Junxure
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Junxure
Export
Import
Document Management
Custodian
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Do you know what resources are just a mouse click away?
29Proprietary and Confidential
10 Things You Didn’t Know About Junxure
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NEW Training Resources
How To VideosWalkthrough Guides
10 Things You Didn’t Know About Junxure
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Junxure Talk
May 8, 20192pm EDT
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Need More Assistance?Don’t forget about our
Help Center or reach out to us at [email protected]
THANK YOU