How do I manage my settings?

Takeaway

The purpose of this article is to help you customize Veloxy's settings to fit your unique needs.

Every salesperson is different, and we've customized our mobile app, inbox plug-in, and web portal to deliver a satisfactory user experience and interface.

Intended Audience:

• Outlook, Gmail, iOS, and Droid Users

Managing your settings

Outlook and Gmail Users:

1. Login to your Veloxy account
2. Locate and Click the ⚙ Settings menu option on the left-side of the screen
3. If you haven't already connected Veloxy to your email and Salesforce accounts, you need to do so on the main Settings screen.
4. Click Edit in the Email Signature section. If you need tips on creating a great email signature, read our popular blog post here.
5. You're always one or two clicks away from closing more deals with Veloxy 📈!
6. Would you like to know more?  Click the Help? button or email support@veloxy.io

iOS and Droid Users:

1. Locate and Click the ••• More icon
2. Click the ⚙ Settings icon
3. If you haven't already connected Veloxy to your email and Salesforce accounts, you need to do so on the main Settings screen.
4. Click the Change Email Signature menu option. If you need tips on creating a great email signature, read our popular blog post here.
5. Veloxy mobile offers several customizable settings. By default, the optimal settings are already chosen to help your engagement and productivity levels, but we recommend you customize Veloxy to your unique needs.
6. You're always one or two clicks away from closing more deals with Veloxy 📈!
7. Would you like to know more?  Click the Help? button or email support@veloxy.io