Contacts Module
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 ...
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 ...
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 ...