2. How to Import Velocity Deals into BluMortgage
Introduction
You may want to import your deals from Velocity into BluMortgage CRM.
If you have any questions about this feature, reach out to support@bluroot.ca
How to Use
[Step 1]: Download a Report from Velocity
To start the import, we first need a list of deals. To get this list of deals, we can generate a report in our Velocity account:
- Login to your Velocity account
- Select "Reports" on the left-hand Menu
- Select "One-Touch Reports" and navigate down to the "Deals Box"
- Filter by "All", "Entry Date" or "Closing Date"
- Select "View Report", then click "Export CSV"
Video
[Step 2]: Import Velocity Report into BluMortgage
Once you have the report (or multiple reports). The next step is to import the report:
- In your BluMortgage CRM, click on the module named " Velocity Import"
- Upload your CSV into BluMortgage
- Click Begin Import