Getting Started: Getting Leads into Velocify

Below are articles that will help you input leads into Velocify by either importing them from a spreadsheet or posting them into your database:

• How To Basics: Import Leads from a Spreadsheet [Advanced Edition]
• How To Basics: Import Leads from a Spreadsheet [Standard and Plus Editions]
• Job Aid: Manually Add a Lead
• How To Basics: Setup a website to posts leads into Velocify
• How To Basics: Add a Campaign

You may also find these articles helpful:

• How To Basics: Add a Field on the Lead Form [Advanced Edition]
• How To Basics: Manually assigning/re-assigning leads
• How To Basics: How To Report When A Status Change Occurs [Advanced Edition]
• How To Basics: How To Report When An Action Is Taken On A Lead Record [Advanced Edition]