Initial BluMortgage Setup
How to "release" your email from another Zoho Account
Introduction If you’ve previously used your email address in another Zoho account, you may encounter issues when trying to set up your BluMortgage Zoho CRM account. To resolve this, please follow the steps below to release your email: Log in to Zoho ...
2. How to Set Up Your Profile
Introduction This article describes how to set up your personal and company details in your BluMortgage CRM. If you have any questions about this article, please reach out to the BluRoot team at support@bluroot.ca. How to Set Up Your Profile in ...
1a. How to Change your Password?
Introduction This article will show you how to change your password for your BluMortgage CRM. If you have any questions about this article, reach out to support@bluroot.ca How to Change Your Password in BluMortgage Log in to BluMortgage Click your ...
1. How to Change your BluMortgage Account Email?
Introduction This article will show you how to change your email address for your BluMortgage CRM. If you have any questions about this article, reach out to support@bluroot.ca Here is the step-by-step process: Log in to your Zoho account. On the ...
3. How to Set Up Your Email Signature
It is important to look professional in all your communications. Within Zoho Mail you can set up a signature so that all of your emails sent are consistent with your branding. Here is the step-by-step process: Log in to your Zoho account. Click ...
4. How to Integrate your Email to BluMortgage
One of the key features of BluMortgage is the ability to see custom emails within your CRM, so that all of the communication you have ever had with a customer is in one central location. How to Integrate Your Email with BluMortgage Log in to your ...