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  1. Veloxity CRM
  2. App Setup
  3. App Setup

App Setup

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Learn how to configure Veloxity CRM for your organization.

  • eGuide: Getting Started with CRM Setup
  • eGuide: Getting Started with App Setup
  • eGuide: Getting Started with Data Designer
  • Calendar Import Configurations
  • Clean Up Trial Data
  • Setting Up Your Company Details
  • Working with Data Import
  • Setting Up Email
  • Email Reader Configurations
  • Email Templates
  • Setting Up Forecasting Configurations
  • Import Other CRM Data
  • Working with Lead Assignment Rules
  • Setting Up Lead Stages
  • Working with List Manager
  • News Feed Setup
  • Working with Opportunity Assignment Rules
  • Working with Owner Assignment Rules
  • Setting Up Sales Stages
  • Setting Up User/Group Role Definitions
  • Web Conferencing Setup
  • Using Toolbar Designer
  • Web Service API Key
  • User Manager
  • Group Manager
  • Session Manager
  • System Theme Manager
  • Working with Home Page Layout Manager
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