Junxure Support

            Ready, Set, Go!: Junxure New User Training Classes

            Need to quickly master Junxure’s fundamental features and maybe learn some of the best ways to use the system along the way? The Ready, Set, Go! training series will enable you to centralize your client information and interactions. Learn how to drive transparency and improved communication within your firm.

            These three classes are less than one hour long each and build upon one another to get you up and running in Junxure as quickly as possible.


            View Recordings

            Get Your Records Ready

            • Ensure your Records are set up properly
            • Learn to navigate confidently through Junxure
            • Perform Record searches using Grid functionality

            Set Your Actions in Motion

            • Learn to manage Actions
            • Capture history of client interactions
            • Assign and track workflow

            Go Further with Email

            • Set up and manage email options
            • Capture email directly into Record Actions
            • Initiate communication from Junxure

            We encourage every new Junxure user to participate regardless of role. This series is complimentary with your Junxure Subscription.

            Click the below to register for the live webinars, held regularly.


            Classes held bi-weekly at 2pm on Tuesday, Wednesday, and Thursday.

            June 4-6

            June 18-20

            July 9-11

            July 23-25


            Alternatively, if you are unable to participate in the live classes, you can view recordings of the recent sessions through the following links:

            Next Steps

            Finished Ready, Set, Go and looking to learn more? Check out these other recommended classes to go even further.

            Level 200 Classes

            Level 300 Classes

            Updated: 03 Jun 2019 10:50 PM
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