Last Revised: 27 May 2020 Written by Veloxity CRM Time Estimate: About 15 minutes. Version 2.0
CRM Setup is the hub of CRM specific customizations.
CRM Setup is a powerful interface allowing users to customize company information and automate Veloxity CRM's standard sales processes such as Lead Assignment, Sales Division Management, and Forecasting.
Automating repeated tasks can allow sales teams to focus more time on performance and less time on routine administrative tasks.
Learn to use the basic features of CRM Setup.
Click the following link to learn more: eGuide: Getting Started with CRM Setup.