Velocify LeadManager 25.2 Release Notes

Velocify LeadManager 25.2 Major Release

These are the release notes for the Velocify LeadManager 25.2 Major Release. They include a high-level overview of feature enhancements and fixed issues followed by more detailed information and instructions where appropriate.

What's in This Release

  • Surefire Integration Updates: Completion of the Create Contact post feature originally introduced with the Velocify 25.1 Major Release

  • Dial-IQ:

    • Telephony Compliance: Ability to view and manage telephony compliance registrations from Velocify

    • Area Code Based Call Recording: Pause/ Resume Recording control, new Default States button, new Reset All button

    • Agent Opt-Outs for SMS (VEL-68330): If an agent opts out their phone number from SMS by texting "STOP", text messages such as new lead notifications and reminders will not be sent to the agent. Agent can opt back in by texting "START"

  • Prospect Engagement

    • Ability to send manual emails from the Prospects tab in Encompass web interface
    • Create Opportunity - Restrictive SSO support

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System Requirements for Velocify

Have you reviewed the latest System Requirements?

Before downloading or applying this new release, it is important to verify the latest system requirements for Velocify client machines. Review the System Requirements for Velocify to ensure your environment meets the requirements needed to operate Velocify products successfully.

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