Workflows
How to Dynamically Assign Tasks to Other User Fields
Introduction This article describes how to assign tasks to a user field in your CRM. If you have any questions, please reach out to support@bluroot.ca How to Use On the Workflow rule set up page, there is an option to build a custom function. Below ...
How to Debug Workflow Rules Based on Record Action
Introduction The following article demonstrates how to debug a workflow rule based on Record Action:
How to Debug Time Based Workflow Rules
Introduction The following article demonstrates how to debug a time-based workflow rule:
BluMortgage Pipeline Automations
Introduction This article describes the pipeline automations that come included with your BluMortgage CRM subscription. If you have any questions about the pipeline automation, please reach out to support@bluroot.ca. Getting Started with BluMortgage ...
Automatically Add Conditions
Introduction This article describes how to automate and customize the conditions feature in BluMortgage. If you have any questions about this new feature, reach out to support@bluroot.ca How to Use On the mortgage module, there is a conditions ...
Happy Birthday Workflow
Many mortgage brokers like to send an email to their Borrowers on their birthday. Your BluMortgage system enables you to automate those emails so that they will send automatically. This can save you time and ensure that you never miss a birthday! ...
Never Run out Of Workflows in Zoho CRM
Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. However, Zoho only limits to 50 workflows per module. ...
Workflows
Workflows are an extremely powerful tool within BluMortgage. If used correctly, Workflows give you the ability to automatically email external users, give your staff tasks, or automatically change fields within the system. In a nutshell, workflows ...
Workflows - Turning Them On And Off
In BluMortgage we give you the ability to turn workflows on and off at your leisure. This allows you to control when/if you will automatically email your clients. Here is a brief explainer on how to do this: Note* If you turn these workflows off, ...