BluVault
How to Use BluVault Templates - BluVault Implementation Guide
In this video, we will guide you through the implementation process of our BluVault templates. There are two steps involved. First, you need to turn off your action plans if you are using them. I will show you how to do this on the setup page under ...
How to Customize BluVault Templates
In this video, we will guide you through the process of customizing our BluVault templates. After installing the templates, you can access them on the setup page under templates, then under the BluVault 2024 Renewal Campaign. We have created six ...
How to Install BluVault Templates
In this video, our team will guide you through the process of installing our BluVault templates. We will show you step-by-step instructions on how to download the content from the BluMortgage website and redirect it to your Blu CRM. By the end of the ...