Advanced Features
How to create Social brands
Go to Setup > Channel > Social. Click Brand Settings > Create New Brand. Enter Brand Name and Brand Description. Click Create. Click Add Account, to configure channels into the Brand.
Happy Birthday Workflow in your Cloven CRM
Many financial advisor like to send an email to their contacts on their birthday. Your Cloven system enables you to automate those emails so that they will send automatically. This can save you time and ensure that you never miss a birthday! Your ...
How to Create a Workflow Rule in Cloven
Introduction This article describes how to create a workflow rule in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use In the CRM Settings page, there is a section to configure an ...
How to Send a Mass Email in Cloven
Introduction This article describes how to send a mass email in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use For a detailed walk-through, please see the following video: