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Jason Heaps
Mar 4, 20233 min read
Unlocking Loan Officer success with Reports and Dashboards in Jungo đ
One of the most important features of Salesforce for Loan Officers is the ability to create reports and dashboards. Reports and...
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Jason Heaps
Mar 2, 20233 min read
The Basics đđŒ Leads, Contacts & Custom Objects, explained...
Jungo CRM is designed to help businesses automate their sales and marketing processes. The software is packed with a variety of features...
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Jason Heaps
Mar 2, 20232 min read
Step by Step: How to integrate Outlook with Jungo đ»
Salesforce is one of the most popular customer relationship management (CRM) tools available today. It provides businesses with the...
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Jason Heaps
Mar 2, 20231 min read
Step by Step: How to integrate Gmail with Jungo đ
Integrating Gmail into Salesforce can help streamline your sales process and improve communication with your customers. In this blog...
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Jason Heaps
Mar 2, 20233 min read
Check All the Boxes: The Jungo "pre" checklist â
Starting to build a CRM system is a significant undertaking that requires careful consideration and planning. Whether you're building a...
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Jason Heaps
Mar 2, 20232 min read
Data Delight: Mastering the Art of Importing to Jungo đ»
Salesforce (Jungo) is a popular customer relationship management (CRM) tool used by businesses to manage their contacts, leads, and Loans...
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Jason Heaps
Mar 1, 20232 min read
Unlocking the Power of Customer Relationships: Your Guide to Choosing the Right CRM đ€
If you're looking to implement a CRM (Customer Relationship Management) system for your business, you may feel overwhelmed by the sheer...
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