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

You can see all your Salesforce Accounts in the Map. You can zoom in/out the map. Each pin in the map (shown below) represents an Account. You can search for any Account. To see Accounts around a city/zip code, tap on the icon and type the city/zip code – the map moves to that City/zip code so that you can see Accounts there.

Tap on a pin to see the name of the Account, tap on the name to see details about the Account (Account 360).
Tap on the Phone icon to make Phone call. All Phone calls are automatically logged as Activities under this Account in Salesforce.

Tap on a pin to see the name of the Account, tap on the name to see details about the Account (Account 360).
Tap on the Phone icon to make Phone call. All Phone calls are automatically logged as Activities under this Account in Salesforce.

Tap on Log an Activity (shown above) to log an Activity in Salesforce. After entering information in Subject and Content fields tap Save to save the activity in Salesforce. You can use the microphone to voice dictate instead of typing.

Tap on Quick Reminder/Follow Up (Lead 360 screen) to Create a Task in Salesforce. Enter information in Subject and Comments fields. Select a due date and tap Save to save the Task in Salesforce.

Tap on Appointment/Event (Lead 360 screen) to Create an Appointment. Enter information in different fields. When you tap Save, a meeting is created in your Calendar, invite is sent to the Lead/Prospect and an Event is created in Salesforce.

Veloxy is fully integrated with Salesforce Views/Lists. Tap on Views (top left corner as shown above), to see the list of Leads/Prospects Views from Salesforce.

Tap on one of these Views/Lists to see the filtered list of Leads/Prospects.