LeadManager

LeadManager
Quick Start Guide v15.0
LeadManager
Quick Start Guide v15.0
ON / OFF buttons allow you
to quickly enable/disable
Leads.
Simplified Filter
Options
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New table layout keeps key data fixed on the left and right of the page
while data columns in the center are shifted to expose additional information.
©2015 Velocify, Inc
LeadManager
Quick Start Guide v15.0
New row colors and iconography help to quickly highlight key information.
New Lead
Flagged Lead
Active Call
Selected
Lead
Term of Use | Privacy Statement | © 2015 Velocify, Inc. All rights reserved.
©2015 Velocify, Inc
LeadManager
Quick Start Guide v15.0
Integrated Priority View Info Bar option allows
organizations to provide information on why certain leads are
prioritized.
Action Icons
Lead Preview
Edit Lead
Take Action
Calendar Events
Lead Phone Numbers
Easier to access Click-to-Dial features
©2015 Velocify, Inc
Term of Use | Privacy Statement | © 2015 Velocify, Inc. All rights reserved.
Improved iconography provides an
intuitive user experience.
LeadManager
Quick Start Guide v15.0
Options to quickly manage large numbers of leads
have been moved to the new Manage List feature
Term of Use | Privacy Statement | © 2015 Velocify, Inc. All rights reserved.
©2015 Velocify, Inc