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Manage Clients & Contacts

With Accelo you can add and search for the Clients and Contacts you do work for. 

Using this guide, you can:


 

View Clients/Companies

Click on the Modules button in the top left corner of the screen.

Screenshot 2016 08 09 16 15 42 

Select Companies from the drop-down list.

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This will bring up a list of all Clients/Companies in Accelo.

Screenshot 2016 08 09 16 15 54  

Manage your Clients/Companies

Click on a Client/Company to view more details of the Company, including Contacts, and ActivitiesTasks, Sales, Projects, Tickets, and Retainers associated with the Company. 

Screenshot 2016 08 09 16 16 02 
Use the buttons below the Company name to reach out to the Company in various ways. The Globe button navigates to the Company website, the Phone button instantly starts a phone call with the Company, and the + List button creates a new Activity against this Company.

Screenshot 2016 08 09 16 16 02 Copy 

 
View your Contacts

Click on the Modules button in the top left corner of the screen and select Contacts from the drop-down list.

Screenshot 2016 08 09 16 15 48 
This will bring up a list of all the Contacts within Accelo.

Screenshot 2016 08 09 16 16 53  

Manage your Contacts

Click on a Contact to view more details of the Contact, including Activities, ColleaguesSales, and Tickets associated with the Contact. 

Screenshot 2016 08 09 16 16 59 
Use the buttons below the Contact name to reach out to the Contact in various ways. The Envelope button will allow you contact them through your external email client, and the + List button creates a new Activity against this Contact.

Screenshot 2016 08 09 16 16 59 Copy

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