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...
Additional customizations can be tailored to fit your organization's needs.
Enable click-to-call on all phone numbers in the your pipeline and/or pull view (Shark Tank).
Use your fields to take pipeline actions:
- Open Lead
- Visit Link
- Add Calendar Event
- Action Pop-up
- Open Lead SMS
Display customized actions on the lead pipeline, including custom views.