Advanced Features
Migration from Another CRM [Advanced]
Introduction Importing client data into Cloven is essential for proper use. Most of Financial Advisors and Wealth Professionals that use Cloven are able to use pre-built tools like our BlueSun Advisor Import or the Excel-based data template and ...
How to Create a Workflow Rule in Cloven
Introduction This article describes how to create a workflow rule in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use In the CRM Settings page, there is a section to configure an ...
How to Send a Mass Email in Cloven
Introduction This article describes how to send a mass email in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use For a detailed walk-through, please see the following video: