The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Configure your Companies & Contacts module to perform any and all of your client cycle processes. Automate your workflows, segment and add custom fields for better reporting, and define how to display your Company Database.
Using these Companies & Contacts guides, you can:
To access the Companies & Contacts Configuration page:
Choose what you want on your company page, and adjust settings that affect the way the Companies & Contacts modules work.
Some of the configurable options include:
Renaming the Company module - Call the company module what makes the most sense for your business, such as "Clients" or "Organizations."
Allow Stand Alone Contacts - Allows users to create contacts without linked companies. If you do not choose this option, all contacts must be associated with a company to exist in your Accelo account.
Default Contact Import via Integrations (Google/Exchange/Office365) - Allows you to choose the default method of handling Contacts from outside address books.
For information on setting up statuses and progressions, please refer to the Business Processes configuration page.