The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
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.
To start configuring your Business Processes,
Click on the Module Button, and choose Configuration from the Modules Menu.
This will bring you to the Configuration menu, where you can choose the Module Name. This example is for projects.
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].