General
Introduction to Zoho CRM
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
How to create letters and printing labels in the CRM
The CRM stores a lot of information including address information of your clients. This is particularly useful when you need to print mailing labels or letters. Watch the video below to learn how to do this in your CRM.
How to send a newsletter
Sending a blast to your contact database is something that is very common, whether this be for a recent rate announcement, or just to check in on a client who has an active mortgage with you. Here is a quick video showing you exactly how to reach ...
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 ...
Creating a Custom Report
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 ...
Changing Personal Settings in Zoho CRM
Zoho CRM stores a variety of personal information that allows you to customize the system to your preferences. For a more in depth discussion of personal settings see this article by ...
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 ...
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 ...
How to Schedule a Meeting in the CRM
If you and your team are on Zoho CRM together, this feature is very useful to coordinate meeting times.
Working/Closing Tasks
In this video explanation we show you how best to utilize tasks through the "Contextual View" within BluMortgage. In one central location you can see all notes, all emails and all mortgages for one client.
Show Details
The first time you log into your CRM you may notice that you are not seeing all of the fields that you thought you would see. This can happen (although we always try to take care of this for you prior to you getting in there) if you do not click the ...
Logging in to BluMortgage
BluMortgage CRM is built on a platform called Zoho CRM. The video below will guide you on how to log in to your account.
Understanding Notes in CRM
Notes allow you to communicate broadly within your organization by attaching messages to contacts, companies, deals, and other records. Notes can be organized using titles, can be used to tag team mates, and can store attachments. For more ...
Request Velocity Webhook
Introduction This article describes how to request a webhook in Velocity to sync it with BluMortgage. If you have any questions about this new feature, reach out to support@bluroot.ca How to Use On the Velocity extension, there is a Velocity Webhook ...
Mortgage Application Velocity Mapping
Mortgage Application Mapping When a mortgage is pulled from Velocity into your BluMortgage CRM, a Mortgage will be created (or updated) and all applicants associated with the mortgage application in Velocity will be created (or updated) as Contacts, ...
How to use the integration from BluMortgage CRM
Detailed View This video will show you how to update information for one specific deal. List View This video will show you how to update multiple deals at once. Utility View This video will show you how to create deals from Filogix/Velocity that do ...
How to Get Velocity API Key
Introduction This article describes how to get the API key from Velocity. If you have any questions about this feature, please reach out to support@bluroot.ca How to Use On the Settings page, there is a button to request an API key from Velocity. ...