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Mobile App Guide

Manage your leads, conversations, and appointments from anywhere with the Velocity360 Mobile App.

📱 1. Accessing the Mobile App

Learn how to download, install, and log in to the Velocity360 mobile application to access your CRM data on the go.

Getting Started

  • Download the app from your device's App Store or Play Store.
  • Log in using your standard Velocity360 credentials.
  • Ensure notifications are enabled to receive real-time alerts for new leads.

⚡ 2. Mobile Features & Processes

Maximize your productivity with this walkthrough of key mobile features, including managing conversations and updating lead statuses.

Key Capabilities:

  1. Conversations: Reply to SMS and emails directly from the Unified Inbox.
  2. Contacts: Add new contacts or edit existing details on the fly.
  3. Tasks: View your daily task list and mark items as complete.
  4. Appointments: Check your calendar and manage upcoming bookings.

Created/Updated Date 01/15/26 User Gemini

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