FAQ
Frequently asked questions about Veloxity CRM.
Account and Billing
- How can I delete my account?
- How can I get rid of the trial data?
- How do I regain access to my closed account?
- How will I receive my invoice?
- How can I change my payment method?
- How can I update our billing address?
Accounts
Activities
- Tips for Scheduling Calls using Quick Activity
- What is Veloxity Inbox?
- What is Unshare Email?
- What is Share Email?
- How does Veloxity Inbox know which emails to sync?
- How can I Sync Past Email?
Charts
Contacts
- How can I add a contact role?
- How can I add contacts?
- How can I delete contacts?
- How can I list all contacts?
- How can I add an image to a contact record?
- How can I delete a contact role?
Features
- Customizing Data Tables
- How can I add a Linked Record?
- How can I add and remove Favorites?
- How can I Favorite Data Records?
- How can I add a User/Group Role?
- Does Veloxity CRM have an internal chat system?
Leads
- Exporting a Table of Leads
- Listing this Week's Leads
- Auto-populate Leads Using Zapier
- What is a Lead in CRM?
- How can I add leads?
- How can I delete leads?
Marketing Automation
- Can our team share the same Mailchimp account?
- How can I preview the email I'm sending for our marketing campaign?
- How do email signatures work with email campaigns?
- How can I pause a marketing campaign?
- How to Add Campaign Contacts from a CSV File
- Creating an Email Drip Campaign in CRM
My Profile
- How can I change my user group?
- How can I change my password?
- How can I change my profile image?
- How can I change my theme?
- How can I customize the main menu?
- How can I setup my email?
Opportunities
Product Management
Sales Divisions
Search
- How can I create a search for all closed (won) opportunities?
- How can I Favorite Main Menu Features?
- How can I Favorite a Search?
- How can I Favorite Quick Search?
- How can I define the search term?
- How can I save a search?
Getting Started
App Setup
- How can I Navigate Data Designer?
- How can I use Attributes in Data Designer?
- How can I use Data Type Relationships in Data Designer?
- How can I use Layouts in Data Designer?
- How can I use Group Access in Data Designer?
- How can I use Predefined Searches in Data Designer?
CRM Setup
- Using Veloxity's Zoom Integration for Web Conferencing
- How can I Fix Sales Stages?
- How can I generate an API Key?
- What if I lose my API Key?
- What happens to the logic used by prior API Keys?
- How can I generate a New Web Service API Key?