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Contacts

Create a Contact

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

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Create or Edit a Contact View

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. ...

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Account Names

For most of your Client Contacts we recommend using a generic word, such as “Database” or “John Smith Database”, as the Account Name. This simplifies the entry process and helps prevent duplicates in the future...

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Create an Account

Every Contact must be assigned to an Account. To create a new Account from the Home page: Click on the Create New button on the left. Select Account from the drop down list. Enter the Account Name ...

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Modify Contact Picklist: Group, Stage, Lead Source

* The following instructions apply to System Administrators only * You can group contacts in the CRM to make it easier to focus your reports and marketing. You can track the stage of your leads and clients in...

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Merge Contacts

The CRM will generally merge contacts automatically when importing data. It matches based on the contact’s first name, last name, and account name. If this information is different, you may find some duplicate ...

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Change Contact Record Type

To change the Record Type from Client to Business or vice versa: Open the Contact’s page in the CRM. Scroll down to the System Information section. Click on System Information to expand that section...

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Contact Clean Up

* The following instructions apply to System Administrators only * When should I clean up my contacts? If you have many contacts that are duplicates or without accurate groups, it is often worth the time to ...

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Mass Delete Contacts

* The following instructions apply to System Administrators only * You can mass delete a specific set of contacts from the CRM. It is recommended that a data back-up is completed prior to mass deleting records...

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Merge Accounts

The Salesforce platform will generally merge Accounts automatically when importing data. However, if the account name is slightly different, you may find some duplicate accounts in your CRM. Classic: To merg...

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