Help and Support » FAQs » How can I automate my business processes?

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How can I automate my business processes?

Automate your business to give you more clients, less stress and a better work/life balance. Remove the mundane so that you can be freed up to work on much more valuable things, like providing faster and more accurate services to your clients, while dramatically cutting down on time wasted, leaving enough room to grow a successful business.

To save you time, Accelo accounts are equipped with industry-specific business processes, or "templates", that correspond to the industry type chosen when your account was set up.

These templates include some pre-set configurations such as statuses, progressions, project templates and module names (e.g., Company vs. Client; Project vs. Matter; Issue vs. Ticket; Sales vs. Prospect, etc.). Each of these areas can be further customized to match your company's specific terminology and business processes.

Configuring Business Processes

To start configuring your Business Processes,

  1. Click on the Module Button, and choose Configuration from the Modules Menu.

  2. This will bring you to the Configuration menu, where you can choose the Module Name. This example is for projects. 

    Project Type

  3. You will have the option of adding/editing each module typesstatusesprogressionscustom fields and triggers.

    Edit Project Type2
    • Statuses: These will become the statuses which you can use to report on your work. For example, you might create a status called "Scoping" so that you can see when your projects are still being scoped out.
    • Progressions: A progression will dictate how your staff are able to update the status of their work. For example, you might have a progression which is available from the "Scoping" status which moves the project forward to the "Active" status.  That will create a button labeled Active, shown on all projects in the "Scoping" status, which will change the project's status to "Active".
    • Actions: Actions encompass the various things which Accelo can do for you, such as send a templated email or prompt the user to update the title of a sale.  Actions are created by first determining the progression you'd like them to be part of, and using the Select Action button to choose what type of thing you'd like them to do.  Those actions will occur any time someone clicks that "Active" button.  

Now that you know what you're looking for, head over to the Config page of the tool you'd like to customize to get started. 

Of course, if you'd like a hand getting going or you're hitting a roadblock, you can always email us - contact our helpful support team at [email protected].

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