jenesisclassic - searching for clients
Published 5 years ago • 503 plays • Length 0:49Download video MP4
Download video MP3
Similar videos
-
3:34
jenesisclassic - client main screen basics
-
0:35
jenesisclassic - how to search for a quote by address or email address
-
1:02
jenesisclassic - how to rename the life & health tab in jenesis
-
1:21
jenesis - agency management software
-
2:53
jenesisclassic - setting up the client portal
-
21:09
how to use genesys cloud call recording & interactions
-
3:55
why genesys? - cloud contact center solutions
-
3:02
genesys cloud contact center capabilities
-
3:26
jenesis software - a different kind of company
-
1:38
jenesisclassic - how to send id cards
-
1:32
jenesisnow - change linked client search to match the name search
-
2:41
jenesisnow - ability to link clients
-
1:04
jenesisclassic - adding certificate signature for client portal
-
2:41
jenesisnow - managing clients with multiple businesses
-
0:29
jenesisclassic - quickly adding a referrer.
-
3:26
jenesisnow - client search options
-
0:40
jenesisnow - now able to search for drivers under advanced search
-
1:35
jenesisclassic - filtering suspenses
-
7:58
agency advantage - downloads
-
1:38
jenesisnow - help section
-
1:53
jenesisclassic - entering and reviewing client & policy notes
-
1:18
jenesisclassic - jenesisagency