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The Lightning Experience

I've Switched to Lightning, Now What?

Lightning Layout Overview If you have recently gotten a Lightning Upgrade from Jungo, this is the video for you!

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Introduction to The Lightning Experience

What is Lightning? Lightning for Salesforce - by now, we are sure you have heard of it or noticed it appear as an option in Jungo. So, what is it? It’s basically a face-lift to the Salesforce interface we are ...

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How to Update Your Personal Information - Lightning

* The following instructions apply to System Administrators only * The Personal Information section of the CRM stores all your information including your name, email, phone numbers, contact information, and us...

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How to Create a Contact - Lightning

When you meet a potential client or business partner, you will want to enter their contact information into the Jungo right away. This will help you to manage and track your communications with that Contact. T...

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How to Create a Task - Lightning

To Create a Task in the Lightning Experience: Find the New Task Section on the right of the contact page Type what you need to do in the Subject line We suggest putting as much as possible in the Subj...

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How to Log a Call - Lightning

The “Log a Call” function is a great tool to keep track of all your notes and interactions about a contact within their activity timeline on their contact page. Conveniently, these notes are searchable and expo...

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How to Create a Transaction - Lightning

* NOTE: If you have the LOS Sync OR do a daily import, you do not need to create a Loan in Jungo. It will be automatically created through the sync or import *NOTE: Your Loans tab may be named "Transactions / ...

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About the Loan Process Checklist - Lightning

The Loan Process Checklist is located near the top of your loan page. It tracks the status of that loan in the loan process, sending an email notification about any status changes to the interested parties. To...

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Contacts Views - Lightning

The CRM offers many ways to find the contacts you are looking for. You can search for individual contacts or view entire lists of contacts. To View an Entire List of Contacts: Click on the Contacts tab. C...

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Transaction Views - Lightning

*NOTE: Your Loans tab may be named "Transactions / Properties" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client. To View an Entire List of Loans in Lightning: Click on th...

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