Customization
How to Access BluAdmin
What's Inside BluAdmin? Effortless billing control: Access your billing details, modify subscriptions, add users and update cards—all from one page! Knowledge at your fingertips: Quick access to our comprehensive knowledge base. Instant support: Live ...
Share Templates Across Multiple CRMs
Share Email Templates Across Multiple CRMs Introduction BluMortgage is structured so that each Account is 100% owned by the agent, and is separated from other BluMortgage accounts. We do this to ensure data ownership and privacy of our clients. ...
How to Use Canvas Feature in Zoho CRM
Introduction This article describes how to use the canvas feature in Zoho CRM. If you have any questions about this feature, please reach out to support@bluroot.ca How to Use On the customization page of Zoho CRM, there is a section to create a ...
How to Create a Webhook in Zoho CRM for Zapier
Introduction This article describes how to create a webhook using workflow rules in Zoho CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On your Zoho CRM Account, there is a webhook action in the ...
How to use links in BluMortgage
When working across multiple platforms, it is handy to have links of client's deals ready at hand. In BluMortgage, you are able to add links that are related to a specific deal. Watch the video below to learn how.
How to Add or Remove Fields
The CRM comes with a comprehensive set of fields. However, you may want to add your own or removed the fields already in place. Watch the video below to learn more about how you can edit the fields in a module. Please consult our support team before ...
How to Increase Look-up Fields
Unfortunately, Zoho has set the custom lookup fields to be 5. However, there are several modifications to this like multi-select look-ups and automating the associated module building. There is also the option to go into the "Unused" fields when ...
How to Customize the Mortgage Module
You can customize the Mortgage Module to include a field to attach a lawyer to a mortgage application. Note* The steps I show here, can also be applied for contacts, accounts, lenders, etc. That is, all modules can be customized this way. For a more ...
How to add a stage to the mortgage process
Although we give you a number of stages inside of BluMortgage you have the freedom to change them to whatever you want! Please follow these steps to add or remove stages: Click on the gear icon (⚙️) located in the top right-hand corner. Under the ...