The Basics
How to Create an Email Template in Cloven
Introduction This article describes how to create an email template 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:
How to Create a Report in Cloven
Introduction This article describes how to create a report 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:
How to Edit Canvas View in Cloven CRM
Introduction This article describes how to edit the Cloven Canvas View in the Policy module. 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 ...
How to Customize Your Cloven CRM
Introduction This article describes how to customize your 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:
How to Set Up Your Profile in Cloven CRM
Introduction This article describes how to set up your profile in Zoho CRM. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to set up your Personal ...
How to Import Your Data into Cloven CRM
Introduction This article describes how to import your data into Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use In the policy module, you will find a blue "create policy" button where you ...