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Webinar: Insurance User Training Information

Velocify™ offers a variety of training resources to accommodate all clients on the Velocify LeadManager™ system.  Insurance industry users should watch the webinar below to learn: 

  • Login/Dashboard — Logging in and getting started

  • My Settings — How to change your personal settings

  • Lead Workflow — How to use Statues and Actions to disposition and track leads

  • Understanding View Leads — Learn how the lead pipeline page works

  • Working My Leads — How to disposition, track notes, reminders and follow-up

  • Lead Prioritization – Using My Queue

  • Editing Leads — How to edit leads in your pipeline

 

 

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