Getting Started

Allowing users to view dashboards & reports
Navigate to Dashboards Click on “All Folders” Click on the arrow on the right of each folder, and navigate to “Share” Search fo...
Tue, 26 Oct, 2021 at 9:18 AM
Customize list views
Create customized list views to display records that meet your own criteria. You determine which records display by setting filters. All records that meet y...
Tue, 26 Oct, 2021 at 9:20 AM
Log e-mails to records with email to salesforce
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. It’s an alternative for the Outloo...
Tue, 26 Oct, 2021 at 9:21 AM
Outlook integration
Increase your productivity and work smarter and faster without leaving your email application. With the integration to Salesforce, see relevant Venturelytic...
Tue, 26 Oct, 2021 at 9:22 AM
Pin lists to navigation bar
Each Venturelytic user has the ability to personalize its navigation bar. With these steps, you’ll learn how.  Select the list of interest under Ac...
Tue, 26 Oct, 2021 at 9:23 AM