Account Coverage at a Glance

Hi there,

One view, every connection

Open any customer and you'll find a new Sales Reps tab. It lists every rep tied to the customer, the Programs each rep covers, and a tag on every Program explaining the link: a Territory Mapping, a Customer Ownership, or a Commission Override. Two summary cards up top count the reps assigned and the Programs they span, so you can size up an account at a glance. When you need to change something, you'll still do it in Commission Settings or your territory maps; this view brings it all together to read.

Organizations gain custom fields and attachments

Organizations now support custom fields (configure them under Velocity Settings > Organizations, then fill them in on the Organization Profile) and a new Attachments section for saving files and links, the same way customers and orders already work.

Zapier v1.15.0

The Zapier app now supports organization custom fields and organization attachments.

See every release in the Velocity Enterprise Changelog.