SDP Solutions - Pipeline Toolkit
The SDP Solutions - Pipeline Toolkit is an enterprise solution meant to propel your team's effectiveness using the Velocify CRM. At its core, the Pipeline Toolkit is designed to expand functionality of your pipeline, Shark Tank and lead view. Out of the box it...
- Unlocks click-to-call in your lead pull views (Shark Tank)
- Provides fully customizable pipeline actions (lead open, call, Sms, etc.) for any field
Additional customizations can be tailored to fit your organization's needs.
It can be downloaded from the Chrome App Store and can be fully unlocked with a license. Contact us to get started today!
Shark Tank Click-To-Call
Shark Tank Click-To-Call
Shark Tank Click-To-Call
Enable click-to-call on all phone numbers in the your pipeline and/or pull view (Shark Tank).
Configurable Actions
Shark Tank Click-To-Call
Shark Tank Click-To-Call
Use your fields to takae pipeline actions:
- Open Lead
- Visit Link
- Add Calendar Event
- Action Pop-up
- Open Lead SMS
Custom Pipeline Actions
Shark Tank Click-To-Call
Custom Pipeline Actions
Display customized actions on the lead pipeline, including custom views.