4
More Annotations
5
6
Favourite Annotations
6
2
Text
FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set up
and features.
RECORDS - JUNXURE CLOUD Merge Records. This tool allows you to take 2 distinct records in Junxure Cloud and merge the two together, such as for Marriage, orduplicate cleanup.
JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD IMPORTS AND INTEGRATIONS Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
RECORD DATA IMPORT
Record Data Import Using the Junxure Cloud Record Data Import and Spreadsheet Field Mapping Tool. The Record Data Import (RDI) allows you to import contact data from a FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set upand features.
RECORDS - JUNXURE CLOUD Merge Records. This tool allows you to take 2 distinct records in Junxure Cloud and merge the two together, such as for Marriage, orduplicate cleanup.
JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD IMPORTS AND INTEGRATIONS Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
RECORD DATA IMPORT
Record Data Import Using the Junxure Cloud Record Data Import and Spreadsheet Field Mapping Tool. The Record Data Import (RDI) allows you to import contact data from a JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
RECORDS - JUNXURE CLOUD Merge Records. This tool allows you to take 2 distinct records in Junxure Cloud and merge the two together, such as for Marriage, orduplicate cleanup.
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
ASSETS - JUNXURE CLOUD Assets. Assets Overview; Last 20 Assets; Types of Assets; Add an Asset; Add a Liability; Add Insurance; Add Income/Expenses; Add Taxes; Modify or Delete an Asset or LiabilityRECORD DATA IMPORT
Record Data Import Using the Junxure Cloud Record Data Import and Spreadsheet Field Mapping Tool. The Record Data Import (RDI) allows you to import contact data from aCORRESPONDENCE
Correspondence. Mass Email; Mass Letter; Mass Labels/Envelopes; Single Record Email; Single Record Letter; Single Record label/envelope; Correspondence History FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set upand features.
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
JUNXURE CLOUD IMPORTS AND INTEGRATIONS Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set upand features.
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
JUNXURE CLOUD IMPORTS AND INTEGRATIONS Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
CORRESPONDENCE
Correspondence. Mass Email; Mass Letter; Mass Labels/Envelopes; Single Record Email; Single Record Letter; Single Record label/envelope; Correspondence History RECORDS - JUNXURE CLOUD Merge Records. This tool allows you to take 2 distinct records in Junxure Cloud and merge the two together, such as for Marriage, orduplicate cleanup.
RECORD DATA IMPORT
Record Data Import Using the Junxure Cloud Record Data Import and Spreadsheet Field Mapping Tool. The Record Data Import (RDI) allows you to import contact data from a ASSETS - JUNXURE CLOUD Assets. Assets Overview; Last 20 Assets; Types of Assets; Add an Asset; Add a Liability; Add Insurance; Add Income/Expenses; Add Taxes; Modify or Delete an Asset or Liability FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set upand features.
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
JUNXURE CLOUD IMPORTS AND INTEGRATIONSJUNXURE CLOUD SUPPORT Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
FIRM SETUP - JUNXURE CLOUD Firm Setup. Welcome to Junxure Cloud, the Cloud CRM solution for financial advisors. This topic will help get you started with set upand features.
ACTIONS - JUNXURE CLOUD Actions. Actions Overview; Types of Actions; Add a New Action; Complete an Action via Related Action; Complete an Action without a Child; Modify or Delete an Action JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
JUNXURE CLOUD IMPORTS AND INTEGRATIONSJUNXURE CLOUD SUPPORT Junxure Cloud Imports and Integrations. Overview of Junxure Cloud Imports and Integrations; Junxure Cloud Asset Import; Using JunxureCloud Asset Import
JUNXURE CLOUD WITH SCHWAB OPENVIEW GATEWAY Junxure Cloud with Schwab OpenView Gateway. Prior to using Junxure Cloud with Schwab OpenView Gateway, please contact us at 866.586.9873, Opt. 3 or send an email to admin@junxure.com.. Get Started: Login toJunxure Cloud
CLOUD FAQ
Junxure Cloud Top Solutions Access and Login; Password Recovery; User Setup; Transferring data; Integrations and Asset Imports; Email Setup; Calendar Setup
CORRESPONDENCE
Correspondence. Mass Email; Mass Letter; Mass Labels/Envelopes; Single Record Email; Single Record Letter; Single Record label/envelope; Correspondence History RECORDS - JUNXURE CLOUD Merge Records. This tool allows you to take 2 distinct records in Junxure Cloud and merge the two together, such as for Marriage, orduplicate cleanup.
RECORD DATA IMPORT
Record Data Import Using the Junxure Cloud Record Data Import and Spreadsheet Field Mapping Tool. The Record Data Import (RDI) allows you to import contact data from a ASSETS - JUNXURE CLOUD Assets. Assets Overview; Last 20 Assets; Types of Assets; Add an Asset; Add a Liability; Add Insurance; Add Income/Expenses; Add Taxes; Modify or Delete an Asset or LiabilityLOG IN
Please enter your Email address and PasswordEmail address
Password
Forgot your Password?Log In
Copyright © 2019 Junxure. All rights reserved. Build 95.1.2.1142 8/20/2019 7:24:24 PMDetails
6