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The Junxure Administrator's Guide to Settings
Presented by Training Specialist, Jan Delory
10 Things You Didn’t Know About Junxure
SEPTEMBER 23-25 | OMNI LA COSTA RESORT & SPA (CARLSBAD) | CONFERENCE.ADVISORENGINE.COM
What am I going to take away from this class today?
• Become familiar with features you didn’t know existed
• Better understand how to use areas of Junxure you already knew
• Explore ways you can maximize your use of Junxure
It’s a surprise!
Do you know your way around a Record?
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10 Things You Didn’t Know About Junxure
Key Record Fields
10 Things You Didn’t Know About Junxure
Birthday List
Key Record Fields
10 Things You Didn’t Know About Junxure
Referred By
Do you know who is in your database?
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10 Things You Didn’t Know About Junxure
Relationships
10 Things You Didn’t Know About Junxure
Informational Contacts
10 Things You Didn’t Know About Junxure
Did you know you have access to pre-built reports?
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10 Things You Didn’t Know About Junxure
Meeting Monitor Report
10 Things You Didn’t Know About Junxure
Record Summary
Report
10 Things You Didn’t Know About Junxure
Did you know you can customize your data?
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10 Things You Didn’t Know About Junxure
User Defined Fields
10 Things You Didn’t Know About Junxure
Do you know how to make changes in Junxure?
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10 Things You Didn’t Know About Junxure
Data Change Tools
Record, Action, Asset
10 Things You Didn’t Know About Junxure
Did you know you could integrate?
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10 Things You Didn’t Know About Junxure
Integrations
10 Things You Didn’t Know About Junxure
Junxure
Export
Import
Document Management
Custodian
Do you know what resources are just a mouse click away?
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10 Things You Didn’t Know About Junxure
NEW Training Resources
How To VideosWalkthrough Guides
10 Things You Didn’t Know About Junxure
Junxure Talk
May 8, 20192pm EDT
Need More Assistance?Don’t forget about our
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THANK YOU
