BOSS
2. How to Import BOSS Deals into BluMortgage
Introduction You may want to import your deals from BOSS into BluMortgage CRM. If you have any questions about this feature, reach out to support@bluroot.ca How to Use [Step 1]: Download a Report from BOSS To start the import, we first need a list of ...
3. How to Use BOSS Extension (Including Stage and Data Mapping)
Introduction This article describes how to use the BOSS Extension in your BluMortgage CRM. This includes receiving data from BOSS, sending leads to BOSS and the data mapping. If you have any questions about the BOSS Extension, please reach out to ...
1. How to Install/Set Up the BOSS Extension
Introduction This article describes how to install and set up the BOSS extension in your BluMortgage CRM account. If you have any questions about this extension, please reach out to support@bluroot.ca How to Use Note: If you haven't installed the ...