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Customer Velocity

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How do I setup Internet Explorer to work with Lead Velocity?

Please follow these steps to correctly setup the Trusted Sites under Internet Options for Internet Explorer to be able to access Lead Velocity.
Please locate the "Tools" menu in Internet Explorer.
IE 6:

IE 7:

  1. Click the "Tools" menu in Internet Explorer.
  2. Click on "Internet Options".
  1. Click on the "Security" tab.
  2. Click on the green checkmark for "Trusted Sites".
  3. Click on the "Default Level" button.
  4. Slide the level bar all the way to the bottom until it displays "Low".
  5. Click the "Sites" button.
  1. Uncheck "Require server verification (https:) for all sites in this zone"
  2. Type into the box "Add the website to the zone:" the following:

    *.customervelocity.com

    Click "Add".

    *.leadvelocity.com

    Click "Add".
     

  3. Click "Close".
  1. Continue clicking "Close" until you have closed all of the Internet Settings windows.
  2. Close Internet Explorer.
  3. Re-open Internet Explorer.
  4. Browse to the Lead Velocity web site you were trying to access.

 

 

 

 

 

 

How do I export to Excel from Lead Velocity?

Please make sure you follow the steps to setup Internet Explorer to work with Lead Velocity before exporting to Excel.

In Lead Velocity, go to the Contacts or Opportunities screen.  Select one or more Contacts or Opportunities and Right-Click on the highlighted items.  You should see an option for "Export to Excel".  If you do not see this option, your manager may have removed this functionality.

A submenu will appear with the following options:

  • Export Selected - Exports the currently highlighted items.
  • Export Current List - Exports the current list view across multiple pages.
  • Export All - Exports all available items.

Choose the submenu item you wish to export.  For this demonstration, choose "Export Selected".  You will be prompted to open or save the file.  Choose SAVE.  If you hear a blip/pop noise instead, please follow the steps to setup Internet Explorer as mentioned at the top.

Save the file to somewhere on your computer where you will remember where you saved it, like the Desktop.  The information will now begin to download.  Once finished, you will be asked if you want to open the file.  You can now choose OPEN.

You will need Excel 2003 compatibility or above to be able to properly read the exported file.

 

How do I perform an advanced search?

  1. Click the Advanced Find button at the top of Lead Velocity. 
  2. Click next to "Search In" and choose Contacts or Opportunities. 
  3. Change "Search Criteria" to Simple Field.
  4. Pull down the selection box and choose a desired field you would like to search on such as "Estimated Closed Date".
  5. In the next drop down box you can choose how you want to perform the search such as equals, less than or equal to, etc. 
  6. Enter in your search term in the next field.  If you are searching for a date, make sure it is in the format of mm/dd/yyyy (ex. 5/7/2008).
  7. Click "Add".
  8. Click "Search" at the top left of the screen.

To perform another search, repeat the steps above.

How do I open the Contact details page from an Opportunity?

On the Opportunity screen at the top next to the Contact's name, there is a button with a paper and pencil that looks like  .  

If you click on this icon, it will open the item that the current object is linked to.  Since Opportunities are linked to Contacts, it opens the Contact details screen.

You can use this button anytime you see it to open the parent item.

 

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