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Intro to the CRM Series

Intro to the CRM covers basic to intermediate topics along with our best practice recommendations. This series includes personal info, the 4 basic features, creating a transaction, email templates, mass emails, stay in touch, mail merge, and import from your LOS. It is recommended that you after mastering this series that you try out the intermediate/advanced series: Utilize the CRM.

Intro to the CRM Part 1: Basics

Intro to the CRM Part 1 - The Basics from Jungo, Inc. on Vimeo.



Intro to the CRM Part 2: Emails, Adv Feature Intro

Intro to the CRM Part 2 - Emails and Adv Feature Intro from Jungo, Inc. on Vimeo.



Intro to the CRM Part 3: Stay in Touch, Mail Merge

Intro to the CRM Part 3 - Stay in Touch and Mail Merge from Jungo, Inc. on Vimeo.


Intro the CRM Part 4: 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.

Intro to the CRM Part 4 - Import from LOS from Jungo, Inc. on Vimeo.

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