You can start the process for a potential Sales, Ticket or Project through creating a Request.
Using this guide, you can
The Request Queue serves as your central queue for client inquiries. In most cases, this acts similar to a client sending emails to your support@, info@ or firstname.lastname@example.org. Your Support, Admin and Sales’ team can work together out of one inbox in resolving all requests emailed to you by clients, allowing you to prevent forgotten emails or doubling up on your work.
Some inquiries may not come through email. They may come through a phone call or an in-person meeting. You can create a Request relative to a Client Record in our system.
To create a Request -
Click on the + icon in the top navigation - a new option of "Request" is at/under XXX.
Find the client you want to create the request for.
If they're not already in Accelo, you can create a lightweight client and contact record by clicking *Add Contact* and typing in the details.
Choose the request type/queue, and enter the other details about the request and optionally attach a file.
You can then enter the Subject and Body for the Request to inform your team what was talked about and what needs to be done (if you know at that point).
Save the request.
This will create the request and send the notifications out to any staff who are set to be notified. Note that the auto-reply feature is ignored for requests created by you and your colleagues, since you're not actually "replying" to an email from the client.
This is also available on our mobile applications here: Android and iOS.