Customer Success Workshop
Juniper Square Workspace Essentials
New to Juniper Square? Learn from an expert how to navigate the platform and complete basic workflows including document management, email communications, and recording internal notes and tasks.
Monday at 10:00AM PT
(Bi-weekly)
45 Minutes
Intended for individuals new to Juniper Square, this training session will familiarize you with Juniper Square terminology, navigation, and a few foundational workflows. Sit down with a product expert and ask any outstanding questions.
- Learn Basic Juniper Square Terminology
- Log notes and keep track of your investor communications
- Upload documents to keep them organized for both you and your investors
- Send emails through Juniper Square with ease and efficiency
Hosts
Our Customer Success Managers and Product Support Specialists have experience working with our 1,700+ GPs across capital markets. Each session is hosted by a member of our team intimately familiar with the Juniper Square platform.
