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Velocify by Ellie Mae Pulse 20.3: Admin Guide

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Administrator Guide Last updated on: November 20, 2020 Contents Introduction to Velocify .............................................................................................................. 8 Roles and Responsibilities ........................................................................................................... 8 Getting Started.........................................................................................................................11 Installation ...........................................................................................................................11 IP Restrictions .......................................................................................................................12 Main ................................................................................................................................12 DR ...................................................................................................................................12 Email Setup for Error Messages ...............................................................................................13 Set Up a Chatter Free User .....................................................................................................13 Velocify Admin Tab ...................................................................................................................14 Overview – Left Panel ............................................................................................................15 Company Links......................................................................................................................16 Shortcuts .............................................................................................................................17 Page Layouts ........................................................................................................................17 Lead Layout ..........................................................................................................................17 Velocify Admin Settings .............................................................................................................24 Wizard .................................................................................................................................24 How to Run Setup Wizard ...................................................................................................24 Object Configuration..............................................................................................................25 How to Enable and Configure New Objects ............................................................................26 How to Set Up New Objects in Velocify .................................................................................26 Custom Owner Field ...........................................................................................................26 Defined Objects ....................................................................................................................27 Configuration ....................................................................................................................28 Export Criteria ......................................................................................................................30 Person Accounts ................................................................................................................31 Copy Status ..........................................................................................................................33 Sync Fields ...........................................................................................................................34 History Data Management......................................................................................................36 Velocify Record History Item (VRHI)......................................................................................37 UI Settings............................................................................................................................37 Call History Settings ...........................................................................................................48 2 Salesforce Lightning Styles ......................................................................................................50 Salesflow .................................................................................................................................52 Actions ................................................................................................................................53 How to Add a New Action ...................................................................................................54 Statuses ...............................................................................................................................55 How to Edit a Status ...........................................................................................................55 Add Action to a Status............................................................................................................56 How to Add an Action to a Status .........................................................................................56 Processes .............................................................................................................................57 How to Configure a Process.................................................................................................57 Close Record.........................................................................................................................61 Process Close Record..........................................................................................................61 Close Related Account ........................................................................................................61 Close Related Contacts .......................................................................................................61 Automatic Email Process............................................................................................................62 Sales Optimization ....................................................................................................................64 Prioritization.........................................................................................................................64 Priority Rules: Create Priority Queues.......................................................................................64 How to Set-Up Priority Rules ...............................................................................................64 Priority Info Bars ...................................................................................................................66 How to Set Up Priority Info Bars ...........................................................................................67 Search in Priority View........................................................................................................67 Priority Info Bar (User View) ................................................................................................68 How to Set Up Priority Views and Combined Views.................................................................70 Priority View Settings.............................................................................................................73 Insight Panel .....................................................................................................................73 Display .............................................................................................................................74 Priority View Column Headers – Resizing and Reordering ........................................................75 Pulse Search.............................................................................................................................75 How to View and Edit Velocify Search Layout Priority View..........................................................76 Widget Library..........................................................................................................................79 Access Widget Library ............................................................................................................80 Types of Widgets...................................................................................................................80 3 Velocify Widgets ...................................................................................................................81 Related Records Widget .........................................................................................................82 Customize Widget..............................................................................................................83 Custom Related Records .....................................................................................................84 Custom Widget..................................................................................................................85 Preview Custom Widget......................................................................................................87 Timeline Widget ................................................................................................................88
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