Additional Setup Options
SideDrawer Extension in Cloven
SideDrawer is a unified platform that simplifies collaboration by centralizing documents and data collection in one secure space. It is widely used by financial advisors to efficiently gather and manage sensitive client information. Set up 1. Open ...
Financial Plans Module in Cloven
Financial Plans are essential for effectively managing your client’s finances. This module not only allows you to create a personalized financial plan for each client but also supports you in putting that plan into action. <br>
Cloven Academy - Webinars for Cloven & Zoho CRM
Cloven Academy Webinars hosted by the Cloven Customer Success Team. If you have any questions about this article, please reach out to support@bluroot.ca Sessions about Cloven Cloven Academy #1 - Authenticating Your Domain in Zoho Cloven Academy #2 - ...
Mapping DKIM and DMARC Settings in your Cloven CRM
Introduction This article describes how to increase email deliverability and prevent your emails from being marked as spam. If you have any questions about this article, please reach out to support@bluroot.ca. How to Use Below are the steps to on how ...
How to Fix SMTP Errors during Office 365/Outlook integration in your Cloven CRM
Introduction When trying to integrate your Office 365/Outlook email with your Zoho CRM you may receive a STMP error (refer to screenshot for error message example). If you have any questions about this extension, please reach out to ...