The Basics
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 - ...
Creating Custom Views in Cloven
Introduction Custom views are useful for quickly seeing your module data in your preferred layout. For example, if you wanted to see all records created today, or all insurance renewing this month, you would use a view to do this. If you have any ...
How to Find Deleted Fields in your Cloven CRM
It can be frustrating to delete a field and be unable to find it. In this video we show you how to find a field that has been deleted. For more information see this article by Zoho Support: ...
Understanding Tasks in your Cloven CRM
It can get overwhelming when you have 100's of open tasks and you don't have a clear and concise place to find them. With views inside of Cloven you can find exactly the tasks your looking for and not over clutter your system. In this video below we ...
How to Schedule a Meeting in your Cloven CRM
If you and your team are on Cloven CRM together, this feature is very useful to coordinate meeting times.
Using the Calendar in your Cloven CRM
Introduction Having a calendar in the CRM can be very helpful when it comes to tracking your meetings and schedules. This article will show you how to use the Calendar in your Cloven CRM. If you have any questions about this article, reach out to ...
Customizing Your Homepage in your Cloven CRM
In this article we explain how to take the custom views and analytics that you have built, and place them on your homepage. Note* For a more in depth explanation of customizing your homepage go to this link here: ...
How to Edit Options of a Pick List Field in your Cloven CRM
Introduction This article describes how to add/remove options from a pick list field in Cloven CRM. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to ...
How to Change Colours for Stages in Kanban View for your Cloven CRM
Introduction This article describes how to change colours for stages in Kanban view. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to change colours for ...
Organizational Emails in Cloven CRM
Introduction This article describes how to set up an organizational email in Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the Email page of Cloven CRM, there is a section to set up an ...
How to Print Mailing Labels in your Cloven CRM
Introduction This article describes how to print mailing labels in Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the contacts module, there is a button to print mailing labels. Below ...
Clean Up Data/Remove Duplicates in your Cloven CRM
Cloven CRM recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name. The video below shows you how ...
How to Create an Email Template in Cloven
Introduction This article describes how to create an email template 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:
How to Create a Report in Cloven
Introduction This article describes how to create a report 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:
How to Edit Canvas View in Cloven CRM
Introduction This article describes how to edit the Cloven Canvas View in the Policy module. 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 ...
How to Customize Your Cloven CRM
Introduction This article describes how to customize your CRM, which include modules and fields, stage changes, how to add and remove fields and layout rules. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How ...