Accelo provides you with access to a unified Client Database that simplifies project tracking and management. It allows you to easily locate all of the logged work that your team members complete and to connect it with the clients that you serve.
The Client Database tracks Companies and Contacts. This section is commonly referred to as the Client module, but you don’t have to limit its use to this group alone. Your Companies file stores information for everyone that your company talks to. This includes your Clients, Partners, Vendors, and Leads.
Each Company field will have an affiliated Contact. A Contact is an individual person that you communicate with. Accelo can automatically add Contacts to your database by extracting them from your emails, which you can then export via Excel. This means it’s easier than ever to complete mail merges and detailed contact analyses.
There are many features and uses of the Client Database that you can explore. In this article, we’re going to focus on how to do complete two important tasks: how to add a Company and how to add Contacts to a Company. Let’s begin with your Companies since most or all of your Contacts will connect directly to them.
To add a Company to your database, you need to enter a few key pieces of information.
Go to the navigation bar on the top of your screen. Click on the +Add icon, located in the top right-hand corner of your screen.
Select Company from the dropdown list that appears. It’s located above Contact and below Sale.
At this point, you should be in the Add a Company screen.
Here, you’ll see a list of fields including Company name and details. The detail fields you see will depend on the configurations that you have set up in Accelo. If you haven’t customized your configurations, you’ll see the following as default options:
You can fill out as many of the available fields as you’d like. Make sure that you complete all of the required fields, as indicated by a red star, so that the system will allow you to save the profile.
If there are any fields you need that don’t appear on the Add a Company screen, you can create them as custom fields. Custom fields are available across Accelo and let you track the information that matters to your firm the most.
Click Create Company, located in the bottom right corner of your screen.
This will save the information you entered and take you to the View Company screen, where you can see all of the information available about that Company.
If you need to add or change anything for that Company, you can do so from this screen. Just click the Edit button located under the Company name.
The default settings in Accelo require that all Contacts must be associated with existing Companies. If you need to create a stand-alone Contact, ask an administrator to enable the Allow Stand Alone Contact setting in Configuration.
Once this is enabled, you can navigate to the Contacts menu and click New Contacts. From there, the process of creating a Contact is the same as it is when you create one from a Company. Here’s how that process works:
From the View Company page, click the + Add button and select New Contact from the dropdown menu.
Check to see if your Contact is already in the system by clicking Link Existing Contact. Enter the Contact’s name into the search bar. If they appear as a Contact, you can add them to this Company as an Affiliation.
If your Contact isn’t already in the system, add them to the Create Contact screen by completing the available fields. The form requires you to have at least a first or last name. You also have the option to add personal information like an email address or phone/mobile number.
If you or someone on your team has already configured addresses for this Contact, then there will be a drop-down with available options. You can always add new addresses by clicking Other from the drop-down and entering new information.
The Client Database feature in Accelo is a convenient and intuitive way to track the work that your team does. Adding Companies and Contacts is the first step, and it’s as easy as following the instructions provided. Remember, you can always customize the fields in your profile to match what your firm needs to know about each Client.
To learn more about how companies have used this feature and others to streamline operations and drive revenues, check out this case study roundup. You’ll see some real-life results and testimonials concerning the convenience of Accelo's database.
In the end, the best way to learn what you can do with Accelo is to try it for yourself. Get in touch today and sign up for your free trial to join the growing list of companies that have used Accelo to transform the way they work.