Security
Email Sharing Configuration
Working in a multi-user account sometimes means having another layer of security involved. Upon integrating your Email into the CRM, you will be asked to choose the level of sharing: Private Public Custom The video below will walk you through the ...
How to create a new permission profile
The kanban view on BluMortgage is a great way to view your entire sales pipeline and organize your to-do list. In this video, we'll be showing you how you can grant all users access to this feature on BluMortgage. For more information on the ...
How to Disable Multi-Factor Authentication
Multi-factor authentication is a useful way to ensure the security of your logins. Sometimes however, users need to temporarily turn this off. In those cases follow the steps in the video below. This information is also available through Zoho. Note ...