Customize and send the email below to help ensure your users known how to install the Veelo Sales Portal tab in Salesforce.
In addition to getting content dynamically recommended in the Veelo Best Bets section in our Opportunities, Accounts, Contacts, and Leads, did you know you can browse the entire Veelo library by going to the Veelo Sales Portal Tab.
What's the Veelo Sales Portal tab? It contains all of the content we have available for you in Veelo, and it features a filter bar on the left, as well as intelligent search. Browse for content by filter, or search for a keyword and see what you can find.
You can see the Veelo Sales Portal tab in the tabs area in Salesforce. If you haven't installed it yet, here are some quick and easy instructions. Please reach out to [Veelo or Salesforce admin] if you have any questions about how to do this.