Velocity
1. How to Install/Set Up the Velocity Extension
Introduction This article describes how to install and set up the Velocity extension in your BluMortgage CRM account. If these steps are already complete, you can learn how to use the Velocity integration in this article. If you have any questions ...
3. How to Use Velocity Extension (Including Stage/Data Mapping)
Introduction This article walks you through using the deal creation and deal update buttons in the BluMortgage CRM and describes how the Velocity Integration maps data when you use the various buttons to pull your mortgage data from Velocity. If you ...
2. How to Import Velocity Deals into BluMortgage
Introduction You may want to import your deals from Velocity 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 Velocity To start the import, we first need a ...