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Must Watch Training Videos

Where do I start? What if I just want a refresher? What topics do you train on the most? These are just a few frequently asked questions from some of our users. As an answer to all of them, here are the most recommended videos from Jungo Support -- these are the topics we cover with the most users, the most often, categorized as Basic, Intermediate, Advanced.
Basic 

Update personal information

Update Personal Information from Jungo, Inc. on Vimeo.



4 Basic Features Every User Should Know



Reffinity

Intro to Reffinity from Jungo, Inc. on Vimeo.

 
Intermediate

Send a Mass Email

Send a Mass Email from Jungo, Inc. on Vimeo.



Import from your LOS
NOTE: The Salesforce wizard has been updated as of February 2017 and the following instructions may not apply depending on what version of Salesforce you are currently operating. If your import wizard gives you an "Insufficient Privileges" error, you will want to use these instructions to complete your Contact import, and these instructions for your Transaction/Property import.

Map and Import from LOS from Jungo, Inc. on Vimeo.



Search existing reports

Search Reports from Jungo, Inc. on Vimeo.


Advanced

Create a contact/transaction report

Create a Contact Transaction Report from Jungo, Inc. on Vimeo.



Create or Edit Dashboard

Create or Edit Dashboard Component from Jungo, Inc. on Vimeo.



Intro to workflows/Make a custom workflow plan

Introduction to Workflows from Jungo, Inc. on Vimeo.

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