Hurricane
1. How to Install/Set Up the Hurricane Extension
How to Use: Mandatory Actions [Step 1]: Install the Hurricane Extension Please use this link in Step 2 to install the extension The first step is to install the Hurricane Extension to your BluMortgage Account: Open your BluMortgage CRM Account: Have ...
3. How to Use Hurricane Extension (Including Stage/Data Mapping)
Use Cases Now that you have the Hurricane Extension Setup, the next step is bringing in your data from Hurricane. Scenario 1: Import all deals from Hurricane [On Initial Sign-Up of BLU] Click the Pull from Hurricane button in the list view: The ...
2. How to Import Hurricane Deals into BluMortgage
Mass Import Deals from Hurricane To start the import, we first need to open BluMortgage Zoho CRM: Login to your Zoho CRM BluMortgage account Navigate to the "Mortgage" module Click the “Pull from Hurricane” option in the top-right corner of the page ...