Velocify Pulse 24.3 Sandbox Release: Feature Enhancements

1. Log into Pulse as an admin.

2. Click the Velocify Admin tab, point to Sales Optimization, and then click Priority View Teams.

   

3. In the Priority View Teams setup page, click the + New Team button.

   

4. In the New Priority View Team window:

   1. In the Name field, type the name of the priority view team

   2. Select a user.

   3. Click the Save button.

5. You will be navigated back to the Priority View Teams setup page, and a success message displays.

   

   • Note that only one record displays since you are using the feature for the first time. As you create more records, to locate the newly created record, mouse-over the Team Name header to display the Search icon, click the Search icon, and type the first few letters of the team for which you are searching.

     

1. Click the 3 dots corresponding to the record.

   

2. Click the Trashcan icon to delete the record. or click the Pencil icon to edit the record.

   

For details, see Edit a Priority View Team and Delete a Priority View Team.

1. Follow the steps documented in To Delete or Edit a Priority View Team.

2. Click the Edit icon.

3. In the Edit Priority View Team page, make your changes.

4. Click the Priority View Teams (breadcrumb) link to go to the Priority View Team setup page.

   

5. The following message displays if you attempt to navigate away from the page without saving your changes.

   

1. Follow the steps documented in To Delete or Edit a Priority View Team.

2. Click the Delete icon.

3. In the confirmation window, click the Delete button.

   

1. Point to the Users header to display the Search icon.

2. Click the Search icon.

   • The dropdown displays all users assigned to priority view teams.

3. Select checkboxes corresponding to each user to include them in your search.

   You can select multiple users in this filter.

   

1. Point to the Team Name header to display the Search icon.

2. Click the Search icon.

3. Select a team from the dropdown list. You can only select one team for this filter.

   

You can apply both team name and users filter to view your search results.

1. Filter by users.

2. Filter by team.

You can apply multiple users, but only one team to your filter.

Once the feature has been set up, the Shared Priority View option displays on the Velocify tab of authorized users.

• Loan Assistant is assigned to work leads belonging to four different Loan Officers

• Loan consultants who normally screen incoming phone calls are asked to help with outbound calls

• Covering for a team member while they are out of office without reassigning their records

• Shared Priority View will automatically display Owner as the first column

• A user could be a member of more than one team

• If a user is a member of more than one team, when they view the Shared Priority View we generate the records based on all shared agent IDs for that user

• Pulse will still respect Salesforce permissions and sharing models, so not every team member can necessarily see each other's records (if that is how they are configured in Salesforce).

• Clients using a custom Velocify Admin permission set will need to add full access (Allow Create, Allow Delete, Allow Edit, Allow Read) to the 'Velo__Team__c' and 'Velo__Team_Member__c' objects to configure Priority View Teams.