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Utilize the CRM Series

Utilize the CRM covers intermediate to advanced topics in the CRM along with our best practice recommendations. This series includes marketing campaigns, co-branding, reports, dashboards, workflows, and tasks for advanced users. It is recommended that you follow this series after mastering the Intro to the CRM series.

Utilize the CRM Part 1: Campaigns, Co Brand

Utilize the CRM Part 1 - Campaigns and CoBranding from Jungo, Inc. on Vimeo.



Utilize the CRM Part 2: Reports and Dashboards

Utilize the CRM Part 2 - Reports and Dashboards from Jungo, Inc. on Vimeo.



Utilize the CRM Part 3: Workflows



Utilize the CRM Part 4: Tasks for Adv Users

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