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Navigating Through Accelo of

Navigating Accelo


Logging into Accelo for the first time can be intimidating. Considering the versatility of the application, there are a number of buttons, icons and features available at your disposal. 

So to make your first login less daunting, let's walk through a couple of the main pieces you'll need to know about when using Accelo.

Accelo has two main components you can find on each page:

  1. The Navigation bar is always accessible across the top of your Account.

  2. The Modules bar can be found on the left side of your screen.

The Navigation bar is made up tools you need to complete your work on a daily basis:

Accelo Nav Bar2

 

  1. Modules button: Lists all of the different modules in Accelo. Clicking on a Module name will take you to a List View of the work across that module, allowing you to segment, track, and filter your ongoing and completed work easily.

  2. Search bar: Search for any object within Accelo by name, or select the type of object from the drop-down arrow for a more narrow search.

  3. Create button: Create new work from scratch. Choose between Activity, Task, Project, Sale, etc. from the drop-down list.

  4. Saved button: View any saved Favorites or Filters to track work in Accelo that is most important to you.

  5. Dashboard button: View various Dashboards to track ongoing in Accelo, including by User, Manager, Sale, Project etc.

  6. Task button: View your assigned Tasks in different Task Boards, tracking your work by Deadline, Status, or Assignment.

  7. Schedule button: Only available for Premium Users. View your Scheduled work on My Schedule, or access our Team Scheduling resource allocation tool.

  8. Stream button: View a Stream of client communication and logged work between your clients and your team, allowing you to stay informed in real-time. By default this is set as your homepage, but can be changed under your Preferences.

  9. Time button: View your daily or weekly Timesheets to see assigned tasks and work logged by day, or easily open your list of ongoing Timers.

  10. Reports button: View a Report of the Timesheet, view Billing Statements, or  Bulk Invoices.

  11. Inbox button: View your personal Inbox of any correspondence you have received from clients, or view the Request Inboxes for shared team correspondence.

  12. User Profile Icon: Click on the circle showing your picture or Initials in the top right corner of Accelo to see your Notifications and Account Preferences and how to setup your Integrations.

The Module Button

The Module button at the top left-hand corner of your Accelo deployment is where you'll click to access all of the modules you'll need to run through your day-to-day activities.

Let's run through some of the key pieces of this section of Accelo:

Modules button 23456

  1. Module Button: Click on the Modules button (hamburger menu) in the top right-hand corner of your Accelo deployment to expand your Modules list. Your Modules can always be accessed via the icons on the left-hand side of the screen, but expanding the list will allow you to see the actual Module titles.

  2. Companies Module: The Companies Module is where you can add companies or clients to track in your deployment. Whenever you create new work in your account, whether it be a project, sale, ticket/issue, retainer, task, or any logged activity, you will be asked to create it against a singular company. Once you create projects, sales, issues, activities, etc. against a company, all ongoing work will be logged directly on their Company Page. On each Company Page you will see real time updates of all data logged against the company. 

  3. Contacts Module: Using the Contacts Module, you can keep track of all the contacts associated with companies in your deployment. By clicking a contact's name, you'll be directed to a View Contact screen, where you can access and edit your contact, update contact details, quickly find any related work, search through ongoing messages, and reference all team correspondence in one convenient location.

  4. Primary Modules: Depending on your Accelo plan, you may have one or multiple of the following modules: 
    • Sales: Stay on top of deals and win more sales by having all of your notes, appointments, emails, attachments & custom fields at your fingertips.

    • Projects: Go beyond simple planning and collaboration with Accelo’s Projects Module. Manage your projects against budgets and resources in real time, get instant visibility into team schedules, quickly and smoothly make edits to project plans, and connect your shared client database to manage projects and schedules in one place.

    • Tickets: Deliver consistent, streamlined and profitable client service, easily. By allowing tickets to be converted from emails, custom organization, automating tasks, and keeping everything in one place, Accelo lets the ticketing process work around your business.

    • Retainers: Retainers are used for any products or services you provide to your clients on an ongoing or recurring basis. Manage the ongoing and recurring work you do for clients, including tasks and billing, in one easy-to-use place to boost revenue, capture lost billings, and help cut administrative headaches.

  5. Configuration gear: Access your deployment configuration, individual module settings, client portal settings and more by clicking on the Configuration gear.

  6. Pin icon: Use the pin icon to keep the Modules list visible on the left side of the screen while navigating through Accelo. Unpinning the list will still leave the Modules button (hamburger icon) visible at the top left-hand corner of the screen.

User Profile Icon

Your User Profile icon is where you'll find several items related to your Accelo account itself, including Notifications, Account Settings, Preferences, Integrations, etc.

User Profile 232423

  • Notifications: Clicking on the Notifications tab will show all of your email notifications for your account. To configure email notifications in Accelo, check out our detailed Help Guide.

  • Account: Clicking the Account tab will direct you to your specific user page in Accelo, where you can view your account's information, activity, schedule, daily timesheet and more. 
  • PreferencesAccelo offers many settings which can be changed by each user to customize their experience. Click on the Preferences tab to change items such as your Default Screen Settings, Vacation Calendar, Notification Settings, Two Factor Authentication and more.

  • Integrations: Clicking on the Integrations tab will direct you to the third-party services that can be integrated with your Accelo deployment. Check out our Integrations guide to see how you can start pairing your account with other services today!

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