Capture each way you interact with your client easily by adding an activity, and record all the time that goes into client work, whether closing a deal or completing a task on a project. There are five different types of activities you can log all in one window, making it easy to keep track of all the interactions you have with clients and colleagues, as well as the work you do.
Using this guide, you can:
Notes can be an internal message to your teammates and a way to log time.
Enter a staff member's name in the To field to create a note for them in Accelo. Send an internal message to capture a conversation with another user relating to a client, project, or sale.
Accelo email integration does not capture emails sent between two users in the system. Notes are the only way Accelo records user to user correspondence.
Leave the To field blank to log your time and enter important details in the Subject and Description. Notes are a great reference point for the work you complete. Open your tasks, projects, sales, etc at any time and view your Notes to see where you left off.
Read more on how to Log Time.
To add a Note:
A couple notes about sending Notes:
Sending an external email is one of the most commonly used activities in Accelo. By sending emails from within Accelo, your whole conversation is tracked against the right object (such as a Client, Sale, Issue, or Project record). Client replies are automatically captured as email activities if you have email integration enabled.
Activities aren't a replacement to your email program, but a complement to it. Track your time, capture your billable hours, and easily record the conversation history against something more specific that just the company record.
To send an Email:
We recommend sending emails both in Accelo and your regular email inbox. There are some small differences between Accelo and your business inbox.
Learn more about Automatic Email Capture to integrate your regular email inbox and Accelo.
Schedule meetings to invite multiple Clients or Colleagues to an event. This will automatically sync with your calendar when the invitation is accepted by each participant.
If you schedule a meeting with no attendees, it will automatically mark you as the sole attendee and push the appointment into your personal calendar. If you add clients or teammates as attendees, you must also add yourself as an attendee or you will not be included in the meeting.
Please note that it is not possible to edit the meeting details once the meeting is created within Accelo at this time. You would need to recreate the meeting, or update the meeting in your integrated calendar and we will pull the changes back into your Accelo account.
To Schedule a Meeting:
Click +Create button and choose Activity.
Select the Meeting tab.
Enter an object to put the meeting Against.
Only tick the checkbox Report if the meeting has already happened.
Scheduling a Meeting in Accelo is most useful when you have your work calendar integrated. When you are integrated, we will push the scheduled activity into your calendar, which typically translates as an appointment or event.
Whether or not you are integrated, Accelo will always block off the time in your Accelo schedule (with a special gold color) so you and your managers can better manage your workload.
Provide details for each scheduled meeting and log the actual time versus the time planned, allowing your team to easily track what was discussed, and to ensure you capture all billable time.
Meeting Reports allow each person who attended the meeting to enter their notes on the content of that meeting, and to log the time which they spent in the meeting. This is a great place to track the meeting's minutes, followup action items, and beyond!
The meeting itself doesn't count as billable time. The billable time comes from your report on the meeting
Meeting reports can be submitted after the meeting has taken place, or even when the meeting is first being created. This is a great time saving method to enter meetings, and your report on that meeting, which have already taken place.
As other attendees enter their reports, they will be stored and tallied under the original meeting, making it easy to see everyone's notes and time. You can also email your meeting report directly to the other attendees by checking the "Notify staff attendees" box.
When viewing the activity, Attendees will be able to Report using the Create Report button next to New Task.
To find a meeting report, you need to view the activity. Meeting reports are hidden from search, but the meeting activity itself will be visible and searchable.
Logging calls as you make them allows you to both track the time you spend on a call, as well as to take notes on the call for later reference. Ideally, open up the add activity screen before you make a call, and record the details.
To log a Call:
As always, your time will be automatically logged at the bottom of the Activity window, and this can be edited if the time is incorrect, or changed from Non-Billable to Billable time.
You can use the Postal Activity feature to make a record of any letters or packages you have sent to a contact. This can be useful to keep track of correspondence, as well as tracking numbers for any packages.
To log Postal
In the case of Postal, you may not wish to log your time, unless the time it takes you to write the letter is billable.