Understanding BluMortgage
How to Remove the Duplicated Stages in the CRM Kanban Board
Introduction Zoho CRM has released an update to the system which may have added some additional stages to the BluMortgage CRM. This article demonstrates how to remove those stages to deduplicate the columns in the mortgage module Kanban board. If you ...
How to Print Mailing Labels - Zoho CRM
Introduction This article describes how to print mailing labels in Zoho CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the contacts module, there is a button to print mailing labels. Below are ...
Organizational Emails in Zoho CRM
Introduction This article describes how to set up an organizational email in Zoho CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the Email page of Zoho CRM, there is a section to set up an ...
How To Export Records from Zoho CRM
Introduction This article describes how to export all records or specific records from your CRM account. If you have any questions about this article, please reach out to support@bluroot.ca How to Use The video below demonstrates how to export ...
How to Submit a Ticket to BluRoot Support
Introduction BluRoot Support requires a standard email format when receiving ticket escalations. Please use the following template format when submitting tickets for BluRoot Support. You can copy and paste the following into your templates to make it ...
Unhide Development Section in BluMortgage CRM
Introduction This article describes how to unhide or hide the development section in BluMortgage CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On your BluMortgage CRM Account, there is a hidden ...
How to Retrigger Schedulers for Birthday and Anniversary box
Introduction BluMortgage CRM has automatic schedulers that run every month for birthdays and mortgage anniversaries. These schedulers automatically select the "birthday next month", "birthday this month", and/or the "mortgage anniversary next month" ...
How to Initiate Action Plan - Associated Workflows & Conditions
Introduction BluMortgage CRM has one workflow rule associated with Initiating Action Plan (Post-Close Drip Campaigns). After the Action Plan is initiated, the CRM will check for the corresponding workflows to send out the automatic email ...
Using Field Alias in Zoho Forms
How to Use Field Alias with Zoho Forms The following walkthrough video will demonstrate how to use field alias in Zoho Forms:
How to Submit an Escalation to Zoho Support
Introduction Zoho Support requires a standard email format when receiving ticket escalations. Please use the following template format when submitting tickets for Zoho Support Escalation. You can copy and paste the following into your templates to ...
How to Change Colours for Stages in Kanban View
Introduction This article describes how to change colours for stages in Kanban view. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to change colours for ...
How to Edit Options of a Pick List Field
Introduction This article describes how to add/remove options from a pick list field in Zoho CRM. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to ...
How to Add Upcoming Birthdays to Homepage
Introduction This article describes how to add upcoming birthdays to the BluMortgage Homepage. If you have any questions about this article, please reach out to support@bluroot.ca How to Use The video below demonstrates a step-by-step tutorial on how ...
Additional Properties
What is "additional properties"? Additional properties are other properties that your clients own. When John Smith applies for a mortgage, he is asked whether or not he has other properties as well. If he does, the details of his additional property ...
Navigating the Mortgage View
This video below will show you how to switch between views in the Mortgage Module, as well as an introduction to using filters!
What does 'Prospect' mean in the Borrowers tab?
In the BluMortgage CRM, there are a lot of ways you can categorize your borrowers. One category we love is "Contact Status" because it helps us organize borrowers into different drip campaigns. This article will talk about the Contact Status ...
Understanding Notes in CRM
Notes allow you to communicate broadly within your organization by attaching messages to contacts, companies, deals, and other records. Notes can be organized using titles, can be used to tag team mates, and can store attachments. For more ...
What is The Partner Module?
The partner module is a place to store all of the realtors, lawyers, financial planners and any other type of business associate that you may deal with that sends you business. The idea behind the partner module is to: Allow you to track all of your ...
What is an Account?
An account is BluMortgage's way of allowing you to have more than one person connected. We often like to call it a household. Many customers like to have this feature so that they can keep track of a husband and wife (for example) outside of the ...
What is a Borrower?
A Borrower is one of your clients that you are actively trying to, or are in the process of getting a mortgage. Every contact can have many mortgages, meaning that you can sell to this borrower many times. The Borrower module is the hub of much of ...
Creating Custom Views
Custom views are useful for quickly seeing your module data in your preferred layout. For example, if you wanted to see all records created today, or all mortgages closing this month, you would use a view to do this. For another more generic ...