How do I view a summary of my sales activity?

Takeaway

The purpose of this article is to help you view a quick summary of your sales activity.

High-performing sales professionals use the Summary Page to view real-time email marketing KPIs and activity, sales push notifications, opportunity pipeline, and more.

Intended Audience:

• Outlook, Gmail, iOS, and Droid Users

See a summary of your 🔥 hottest sales activity

Outlook and Gmail Users:

1. Login to your Veloxy account
2. Locate and Click the ⦺ Summary icon on the left-side of the screen to act on your hottest sales activities.
3. Your one click away from drilling-down into your email campaigns, email analytics, opportunity pipeline, and sales notifications.  Most high-performing users start their day here.
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. Open the Veloxy app.
2. Your sales activity summary is your home page by default.
3. Similar to your Veloxy web portal, you can drill-down into your notifications and pipeline, and you can leverage your geolocation to discover new prospects.
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