How do I search for emails, opportunities, and everything else?

Takeaway

The purpose of this article is to help you find anything and everything within Veloxy.

Veloxy's federated search feature helps you quickly locate sales emails, Salesforce records, calendar events, analytics, and more.

Intended Audience:

• Outlook, Gmail, iOS, and Droid Users

Searching for emails, opportunities, and everything else

Outlook and Gmail Users:

1. While you can locate email records via your Outlook or Gmail instance, you can discover actionable insight via your Veloxy account.
2. Login to your Veloxy account
3. Locate and Click the 🔍 Search option on the left-side of the screen to perform your first of many searches.
4. You're always one or two clicks away from closing more deals with Veloxy 📈!
5. Would you like to know more?  Click the Help? button or email support@veloxy.io

iOS and Droid Users:

1. Click in the '🔍 Type Here to Search' search-bar.
2. Search for anything; a Salesforce Contact, an email subject line, anything.
3. Veloxy will organize all of the search results by sections; eg. Leads, Accounts, Contacts, Emails, Meetings, and Tasks.
4. To hide one or more sections of search results, Click the individual search section.
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