Mass Actions
Zapier - How to Create a Zoho CRM Webhook
Introduction This article demonstrates how to create a Zoho CRM webhook to send information to a Zap in Zapier. If you have any questions regarding this article, please contact us at support@bluroot.ca How to Use The following walk-though video will ...
Zapier - How to Create a Zap
Introduction This Knowledge Based article demonstrates how to create a Zap using Zapier to send information or receive information to your CRM. If you have any questions regarding this article, please contact us at support@bluroot.ca How to Use The ...
Mass updating for new "BLU023E: Update Contact 2/3 Name and Email" Function
We recently added a new feature in BluMortgage where now you are able to address multiple people in one email template. The workflow below only triggers when mortgages are edited. BLU023E: Update Contact 2/3 Name and Email However, if there are ...
How to Mass Delete Records
Sometimes you may need to delete many records in the CRM. There is a quick way to do this that will save you some time! Watch this video to learn how to mass delete.
How to do a mass update
Mass updating specific fields This video will walk through how to mass update a specific field for multiple files/accounts. For more ...
Merging Records in the CRM
BluMortgage recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name. The video below shows you ...
How do I mass transfer the ownership of clients?
If you ever need to mass transfer ownership of your clients, there is an option to so. You can mass transfer by going to borrowers>> triple dots>> Mass Transfer and select your clients. For more information, ...