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?
- How can I delete a User/Group Role?
- How is data record access determined?
- How is record ownership established?
- Can a data record have more than one owner?
- How can I use Timeline?
- Four Tips for Getting Started with Veloxity Mobile CRM
- How can I upload and link files?
- How can I upload and link files?
- How can I delete a linked record?
- How can I share an attachment with other users?
- What kinds of document types can I attach to records?