Filogix
1. How to Install and Setup the Filogix Integration
Introduction This article describes how to install and setup the Filogix extension in your BluMortgage CRM. If these steps are already complete, you can learn how to use the Filogix integration in this article. If you have any questions about this ...
2a: How to Export Data from DOORR (Expert Pro)
Introduction This article describes how to export data from DOORR to import it into BluMortgage. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the DOORR board tab, there is an action button which ...
2. How to Import Filogix Deals into BluMortgage
Introduction You may want to import your deals from Filogix 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 Filogix To start the import, we first need a ...
3. How to Use Filogix Extension (Including Stage and Data Mapping)
Introduction This article describes how to use the Filogix Extension in your BluMortgage CRM. This includes receiving data from Filogix and the data mapping. If you have any questions about the Filogix Extension, please reach out to ...