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CRM Setup

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  • 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?
  • How can I Reorder Lead Stages?
  • How can I Remove a Lead Stage?
  • How can I Fix Lead Stages?
  • How can I Edit a Lead Stage?
  • How Can I Add a Lead Stage?
  • How can I Customize the Sales Stage Colors on the Opportunity Kanban?
  • How can I Disable Probability Editing on Opportunities?
  • How can I enable users to setup their own Sales Stage Probabilities on Opportunities?
  • How can I Manually Set the Probability for each Sales Stage?
  • How can I use Automatic Generation of Sales Stage Probabilities?
  • How can I setup Sales Stage Probabilities?
  • How can I Fix Sales Stages?
  • How can I Reorder Sales Stages?
  • How can I Remove Sales Stages?
  • How can I Edit Sales Stages?
  • How Can I Add Sales Stages?
  • What is a Business Transaction Type?
  • How can I select our Business Transaction Type?
  • How can I edit our Company Name?
  • How can I edit our Company Logo?
  • How can I edit our Company Description?
  • How can I edit our company Currency Format Type?
  • How can I edit our Company Address?
  • How are Business Transaction Types used in Veloxity CRM?
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