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?
- 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?