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September 27, 2022

Topics for this month:

  • How to update a pick list base on record type
  • How to simplify Pre and Post Coffee Follow-up

August 16, 2022

Topics for this month:

  • How to use PhoneBurner with Jungo

July 19, 2022

Topics for this month:

  • DSP – how to setup inside Jungo

June 21, 2022

Topics for this month:

  • How to Add Nothing to Chance Checklist to Jungo
  • How to Create a Custom Object

May 24, 2022

Topics for this month:

  • Why Jungo?
  • Is it right for me?
  • How do I get started?

April 19, 2022

Topics for this month:

  • RingCentral Phone – the key to make sure it works with Jungo
  • Flows vs Process Builder Let’s get started. How do you create
    • New Task
    • New Email
    • Update Field
  • Great resource for learning Flows: www.terrystidbits.com

March 22, 2022

Topics for this month:

  • Where do you update your Email Signatures
  • How do you update additional data on a contact page when you convert a JungoLead or Prospect
  • How do you link a Loan to a JungoLead or Prospect
  • How do you create a report with Realtors who’s last name starts with A-B?

February 15, 2022

Topics for this month:

  • How to Customize your Home Tab/Screen

December 14, 2021

Topics for this month:

  • End of Year – Backup your Data
  • New Year – Change out your Happy Birthday Email Template
  • Q&A – Why Jungo

November 16, 2021

Topics for this month:

  • Just Ask – How to create reportable fields and run reports to ensure your team is asking for the business