Types (PREMIUM)

Create different module types to separate your tasks for reporting, workflow progressions, and actions your team can take to match your unique business processes. By customizing and configuring your progressive actions to match your types, you can improve consistency and coordination across your team.

This powerful tool is only available for Premium users as part of the Business Progression & Fields.

Using this guide, you can:


 

Module Types

Take advantage of Accelo automation by creating different Module Types. Types are the distinct variations for the work you do. For example, you may have two ways that you sell your services. One starts with a request for proposal from a large corporate firm, the other is with a long-time customer who wants a quote in a few days. To reflect this, you would create two Sales Types: one called RFP (Request for Proposal) and another type called Current Customer. 

Beyond sales, when you create a new ticket, project, or retainer for a client, you must select the Type to define the workflow after creation. Depending on the type chosen, details of your object will be automatically populated, including any actions or tasks that you have defined to be associated. Depending on the Type you choose, there will be different Status Progressions that are available. These fields behave according to the configuration that you’ll find in the admin section. All your Progressions, Actions, Custom Fields, and Triggers & Automation will be based upon Module Types you have configured.

Types are not supported for Companies and Contacts. However, you may want to use segmentations to categorize your companies and contacts.

 

Create and Edit a Module Type

To create your Module Type:

  1. Click the Modules Button and select Configuration.

    ModulesConfiguration6 

  2. Choose your desired Module and select Progressions & Fields.

  3. To add a new Type, click the + Add a [Module] Type button.

    SaleType 

  4. To edit a current Type, choose the Type Name to get to the View Type screen and select Edit Type.

    SaleTypeEdit

There are several sections to be completed when adding a new type.

Type details:

SaleTypeAdd

  • Title - Enter a brief name for this module type. e.g. "Premium Website Support".

  • Parent - If you are creating several types under a common type, select it using the parent field. Note - this is purely for grouping purposes.

  • Email Sender Address - Send activity emails using a user's own email address, an alias address for the object, an address for each activity, or define an email address. Replies will be captured when forwarding or email tracking is set up, and is NOT recommended for email addresses on domains you don't control (eg, gmail.com, outlook.com, etc).

  • Clone progressions from - Choose another type that you wish to replicate previously defined progressions from. You can then add or delete more progressions from what is cloned.

  • Clone custom fields from - Choose another type that you wish to replicate previously defined custom fields from. You can then add more or delete irrelevant custom fields.

  • Status (Tickets, Retainers)- Active if this retainer or ticket type should be in use, otherwise Inactive.

  • Has Custom ID (Tickets) - Say yes or no to setting up tickets with custom IDs.

  • Include Budget? (Tickets) - Say yes or no to including budgets with tickets.

Note - Retainer Types are an outlier and include Type details, template details, period details, and templated tasks. Read about Retainer types here.

 

Delete or Deactivate a Type

  • If there are records using a Type, you can deactivate the Module Type by clicking the Deactivate Type button under the type title. 
  • If there are no records using a Type, you can delete the Module Type by clicking the Delete Type button under the type title. 
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue