Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Referrals

What is Reffinity?

Your relationships are valuable. Show it. Your relationships are critical to your success. You know that. We listened and created a way to demonstrate just that. Enter Reffinity – a critical function in Jung...

Read Article

Give a Referral from the CRM

* Completing this item will send the contact information of one contact to another * To Give a Referral in Jungo (applies in both Lightning & Classic): Click on the Contact you wish to refer to another...

Read Article

Generate Pipeline Reports to your Referral Partners

Reffinity is a tool used to update your referral partners with automatic pipeline status emails. These can be scheduled on an automated, weekly basis so that your referral partners are receiving regular updates...

Read Article

Automate Pipeline Reports to Your Referral Partners

Reffinity pipeline reports can easily be scheduled to automatically send updates to your referral partners on a weekly basis. Automate Pipeline Reports to Your Referral Partners (applies in Lightning & C...

Read Article

Update Reffinity Settings

NOTE: The following can only be done if you are the Primary User or the System Administrator. How to Update Reffinity Settings (applies in both Lightning & Classic): Click on the Reffinity tab Click...

Read Article

Modify Referral Picklist

The Referral Partner Type on the referral page is customizable; you can add, remove, or edit the options. NOTE: The following can only be done by System Administrators. Lightning To change the Referral Partne...

Read Article

All About Referrals

Jungo makes it very easy to track your referrals; both ones you receive and the referrals you send to your business partners. The referrals that you received are easily tracked each time you enter a new lead i...

Read Article

Referral Partner Intro Template

NOTE: This is an advanced endeavor in the CRM as it combines the knowledge of several different features. The purpose of this email template is to introduce yourself and the services you offer to your referral...

Read Article

Reffinity Troubleshooting

Reffinity Troubleshooting (Classic & Lightning) If you are missing contact records or transaction information from your Reffinity reports, it is most likely because the record doesn't meet the Reffinity re...

Read Article