Getting Started

First-day setup, the interface tour, importing data, and quick-start guides for every role.

Your first day in Velsano

Get oriented in ten minutes — the three surfaces, the Today home, and your first real Action.

A walkthrough of the Account Profile tabs — Overview, Contacts, Health, Timeline, Actions, Success Plan, and more.

Scope the Accounts page to your book of business with saved views, filters, and column preferences.

Use Quick Add, the ⌘K command palette, and keyboard navigation to move faster.

The field-mapping guide for CSV imports — required columns, optional fields, handling duplicates, and validation errors.

OAuth setup, notification preferences, and what gets logged automatically to Timeline.

Where everything lives — the sidebar daily-work surface, the Admin Console, and Super Admin.

Find any account, record, page, or setting instantly with ⌘K.