Junxure Support

            Ready, Set, Go! Junxure New User Training

            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.

            Ready, Set, Go!

            Ready: Nov 13Set: Nov 14Go: Nov 15: 2pm EST each day

            Ready: Nov 27Set: Nov 28Go: Nov 29: 2pm EST each day


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

            Download the class slides below once you’ve completed the classes:

            Updated: 13 Nov 2018 06:36 AM
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