Related Articles
Setting Up Your Email Signature
One of the very powerful features of BluMortgage is the ability to send an email to a client from the system, and the client not know that is was being sent from Zoho. In order for this feature to be truly utilized, you will need to place your email ...
Communicating with customers through iPhone
Make and log calls You can call the records (e.g. Leads, Contacts) and also log the outgoing call details in CRM. In order to log the call information, you will have to enable Call Logging in Zoho CRM App settings. To enable call logging Go ...
Merging Records in the CRM
BluMortgage recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name. The video below shows you ...
Managing CRM Account Settings
Change Personal Settings You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc. To change personal details: Open Zoho CRM (BlueMortgage) Go to Setup (Gear Icon near top ...
What is a Borrower?
A Borrower is one of your clients that you are actively trying to, or are in the process of getting a mortgage. Every contact can have many mortgages, meaning that you can sell to this borrower many times. The Contacts module is the hub of much of ...