App Setup
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