How do I Sign in to Veloxy?

There are two ways to sign in to Veloxy, either by using your Salesforce credentials, or by using the Email Address and Password associated with your account.

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How do I Connect Office365, Exchange or Google with Veloxy?

Once you have successfully logged in to the Veloxy app, the Get Started screen is displayed. Ideally you should connect ONLY your official email system with Veloxy.

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How do I find my Exchange Server Address?

Tap on your iPhone “Settings”. Tap on “Passwords & Accounts”. Tap on your Company Email Account. Tap on “Account” and you will see the Server Address.

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How do I Connect my Phone Calendar with Veloxy?

Tap on Advanced Settings link below My Phone and turn on the Sync Calendar. It will take you to another screen where you Tap on the Company Calendar you want to connect with Veloxy.

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How do I Enable Veloxy Caller ID?

Follow these steps to enable Caller ID within Veloxy:

1. Press Settings on your device.

 

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I can’t Login to Veloxy. How do I reset Veloxy Password?

Open Veloxy and tap the Reset/Forgot Password link (shown in the following illustration).

 

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How do I Sign Out of Veloxy?

To sign out of Veloxy, tap on More option on the menu at the bottom of the screen and then press Settings, as shown in the following illustration.

 

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How do I Change my Notifications Settings?

To change your Notification Settings within Veloxy, select the more option on the menu at the bottom of the screen and then press Settings, as shown in the following illustration.

 

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How do I Access and Work with My Notifications?

To access your Notifications from within the app itself, tap on the Notifications icon (top right corner), as shown in the following illustration. If you have Notifications awaiting you, the number of those Notifications will be displayed alongside the Notifications icon.

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How do I delete Veloxy Notifications?

Tap on Notifications icon (top right corner). To delete individual notification, swipe left. To perform bulk delete, tap on Edit on the Notifications screen. Simply select the radio button for any Notifications that you’d like to delete, and then press Remove to delete it/them.

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How do I Manage My Opportunity Pipeline?

The My Opportunity Pipeline portion of the Veloxy Home page provides an overview of your current Opportunities by displaying the total amount of prospecting dollars and number of opportunities currently active for any date range.

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How do I Create a New Lead/Prospect?

Tap on Explore Nearby Businesses, Veloxy displays all businesses near your location. Veloxy uses Google business to find businesses near you.

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How to Nurture My Leads/Prospects?

In Home screen, tap on either Lead/Prospect icon or Checkout Nearby Leads/Prospects to see your Salesforce Leads/Prospects either as a list or in the Map.

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How to Manage My Accounts?

In Home screen , tap on either Account icon or Checkout Nearby Accounts to see your Salesforce Accounts either as a list or in the Map.

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How to Manage (Create/Edit/Complete) My Tasks?

In the Home screen (shown below), you can see all your Open Tasks from Salesforce.

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