Privacy

Conversing with a client about sensitive information? Using a third-party platform or actor to discuss internal HR issues? Setting up your privacy settings in Accelo is important to get the most out... Read More

Conversing with a client about sensitive information? Using a third-party platform or actor to discuss internal HR issues? Setting up your privacy settings in Accelo is important to get the most out of the email capture integration.

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Import Data
Configuration & Setup
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do...

Configuration & Setup
Add a New Project

Add a New Project

In this video we'll show you how to add a new project so that you can start delivering your milestones...

Configuration & Setup
General Settings

General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your...

Configuration & Setup
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded...

Configuration & Setup
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose...

Configuration & Setup
Request Settings

Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company...

Configuration & Setup
Add a New Ticket

Add a New Ticket

There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...

Configuration & Setup
Add a New Sale
Configuration & Setup
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