Initial Cloven Setup
5. Adding other users to your CRM
Introduction This article will show you how to add other users to your Cloven CRM so your team can collaborate effectively, manage leads seamlessly, and stay aligned within a shared system. If you have any questions about this article, reach out to ...
4. How to Add Contacts, Notes & Tasks
Introduction Managing your contacts effectively is essential for building strong client relationships. Cloven CRM makes it easy to track interactions, schedule follow-ups, and store important client information. This article will guide you through ...
3. Setting up Email Signature, Email Sync & Calendar Sync
Introduction This article will show you how to set up your email signature Email Signature, Email Sync & Calendar Sync in your Cloven CRM to add a professional touch to your outgoing emails and to help reinforce your brand identity. If you have any ...
2. Updating your Personal and Company settings - Cloven
Introduction This article describes how to set up your profile in Zoho 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 set up your Personal ...
1. How to log into Cloven and Update your email/password- Cloven
Introduction This article will show you how to change your email address for your Cloven CRM. If you have any questions about this article, reach out to support@bluroot.ca How to Use Open your Cloven CRM Account Open your web browser and go to the ...
3. How to Set Up Your Cloven Email Signature
Introduction This article will show you how to set up your email signature in your Cloven CRM to add a professional touch to your outgoing emails and to help reinforce your brand identity. If you have any questions about this article, reach out to ...
1a: How to Change your Cloven CRM Password and secure your CRM with MFA
Introduction This article will show you how to change your password for your Cloven CRM. If you have any questions about this article, reach out to support@bluroot.ca How to Use Open your Cloven CRM Account Open your web browser and go to the Zoho ...