Veloxity Hub

What is the Hub?

Definition

The Hub is the center of your sales workflow in Veloxity. 

View and add Opportunities, update information, and create activities all from the Hub.

How can I use the Hub?

• View Account Information (B2B), Opportunity Information (B2C)

• Create Activities

• Add New Opportunities

• View and Edit the Close Date

• View and Update Contact Information

• View and Edit Forecast Amount

• Read the Latest Account News

• View the Most Recent Communication

• Visualize the Opportunity Size

• Quickly Filter Opportunities

• View and Update Progress along the Sales Pipeline 

• Sort Opportunities by Close Date

• Sort on Any Column

Where can I find the Hub?

1. Click Home on the Main Toolbar to return to the Hub from any screen.

2. The Home Page has a tabbed view:

• Select from Veloxity Hub or Sales Pipeline.

• Click Veloxity Hub to access the Hub View.

3. For organizations that work with Leads, the Hub is designed with two tabs:

• Click Opportunities to view the Opportunity Hub.

• Click Leads to view the Leads Hub. 

Navigating the Hub

Easily navigate to the Hub by clicking the Veloxity logo in the upper left corner of the screen.

You are looking at a screenshot demonstrating how to Navigate to the Hub:

Figure 1. Navigate to the Hub.

How can I use the Hub?

• Use the Hub to save time and stay up to date on all of your Opportunities.
• From the Hub, you can send emails, schedule meetings, log calls, update forecasts and close dates, add new opportunities, view accounts and contacts, update and visualize sales stages, and more.

You are looking at a screenshot demonstrating how to Use the Hub:

Figure 2. Using the Hub.

Quickly Edit Actual Forecast Amount and Visualize Opportunity Size 

• Click the Forecast Amount to edit.
• The coins show the relative size of your Opportunity measured against all of the Opportunities for which you are an owner in the Veloxity system.

You are looking at a screenshot demonstrating how to Visualize Opportunity Size on the Hub:

Figure 3. Visualizing Opportunity Size on the Hub.

Account Link, Contact Name/Title Scroller, Close Date

• Hover over the Account Name and Contact Name to see additional details. Click the links to be redirected to the record view.
• If more than one Contact is linked, use the scroll bar to see additional Contacts. (When there is only one linked Contact, the scroll bar is not visible.)
• Click the Close Date to edit.

You are looking at a screenshot demonstrating how to View Account, Contact, and Closing Information on the Hub:

Figure 4. Viewing Account, Contact, and Closing Information on the Hub.

Email, Call, Take Notes, Schedule meeting or TODO, Add Contact/Role, See Timeline

• Create and complete activities directly from the Hub.
• Click on an Activity icon to enable the activity features. 
• View the Timeline to see the history of activities related to a specific opportunity. 
• Add Contacts and manage Contact Roles. 

You are looking at a screenshot demonstrating how to Use Activities on the Hub:

Figure 5. Using Activities on the Hub.

Manage Sales Stages and Check Off Stage TODOs

• Click on a Sales Stage to update the opportunity stage.

• Check off milestones as you move through each stage.

• View the Sales Stage Status Bar to view the Opportunity's progress in the Sales Pipeline. 

You are looking at a screenshot demonstrating how to Manage Sales Stages on the Hub:

Figure 6. Managing Sales Stages on the Hub.

Sort on Any Column 

• Sort your Opportunities by any column. Click the column header to sort Opportunities by any column.
• Click the arrow in the arrow in the header to sort ascending or descending.

You are looking at a screenshot demonstrating how to Sort on Any Column on the Hub:

Figure 7. Sort on Any Column on the Hub.

Most Recent Communication

• Quickly reference your most recent communication regarding the selected opportunity. 

• Hover over each icon for more information.

• Click an icon to be redirected to the record view for detailed information.

• You are looking at a screenshot demonstrating how to View Most Recent Communication on the Hub:

Figure 8. View Most Recent Communication on the Hub.

Latest Account News

• Read the latest news on your accounts. 
• If there is no relevant news, the field will be blank. News that is less than one-week old is green. 
• See Using News Feed for more information.

You are looking at a screenshot demonstrating how to View the News Feed on the Hub:

Figure 9. View the News Feed on the Hub.

Quickly Add New Opportunities

• To Add a New Opportunity, click the + icon.
• Adding a New Opportunity guides you through the process of setting up a new Opportunity with options to add or link Contacts and Accounts depending on your business transaction type.

You are looking at a screenshot demonstrating how to Add a New Opportunity on the Hub:

Figure 10. Adding a New Opportunity on the Hub.

Quickly Filter your Opportunities

Use the filter to narrow your options and quickly find information.

You are looking at a screenshot demonstrating how to Filter Opportunities on the Hub:

Figure 11. Filtering Opportunities on the Hub.

Sort by Close Date

• Sort by Close Date.

• Use the arrow to select from Ascending or Descending dates.

You are looking at a screenshot demonstrating how to Sort by Close Date on the Hub:

Figure 12. Sort by Close Date on the Hub.

Infinite Scroller

Infinite scrolling loads content continuously as you scroll down the page, eliminating the need for pagination.