Additional Setup Options
SideDrawer Extension in Cloven
Overview The SideDrawer integration allows you to create and manage secure client document folders directly from within Cloven. Once connected, you can create a SideDrawer workspace for a client, invite collaborators, and access their SideDrawer ...
Financial Plans Module in Cloven
Financial Plans are essential for effectively managing your client’s finances. This module not only allows you to create a personalized financial plan for each client but also supports you in putting that plan into action. ...
Cloven Academy - Webinars for Cloven & Zoho CRM
Cloven Academy Webinars hosted by the Cloven Customer Success Team. If you have any questions about this article, please reach out to support@bluroot.ca Sessions about Cloven Cloven Academy #1 - Authenticating Your Domain in Zoho Cloven Academy #2 - ...
Mapping SPF, DKIM and DMARC Settings in your CRM
Authenticate Your Domain (DKIM, SPF & DMARC) Introduction Authenticating your email domain improves email deliverability and helps prevent messages sent from Cloven/Zoho CRM from being marked as spam. This process verifies that Zoho is authorized to ...