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Creating Reports in Zoho CRM
DO NOT EDIT EXISTING REPORTS - These may be used by other users and if you edit them the data will not be accurate. Always create a new report and only work on your own reports. Best practice is to make your own folder and only create and edit ...
How To Build Your own Custom Analytics
DO NOT EDIT EXISTING ANALYTICS - These may be used by other users and if you edit them there reports and dashboards will not show accurate data. Always create a new component and only work on your own dashboard. Analytics is a great way to visualize ...
Adding Passwords
You can import passwords from browsers, csv files, and other password managers, or click Add from the Passwords tab to add your passwords and other sensitive details to Vault. Select one of the options from the list to add passwords manually: Sites ...
Conditions in BluMortgage
Conditions Feature BluMortgage has a feature that can help improve your task management! You can create a list of outstanding documents for a mortgage file and use status updates to help you keep track on your progress collecting the listed ...
Integrating Your Email
One of the key features of BluMortgage is the ability to see custom emails within your CRM, so that all of the communication you have ever had with a customer is in one central location. Here is a video of how to integrate your email Note* If you ...