Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies, that will take us to this screen, List Companies and from there... Read More

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies, that will take us to this screen, List Companies and from there we're going to click this button here Add a Company.

 

So, let's say that the company I want to add is Acme Corp, the website's acme.com and then you can see I have all this other information here, maybe I don't want to fill it out yet but beware that if there is the red asterisk, that is required information. The other stuff I can add here is, maybe, I want to put my contact in here. I met Bob Acme, he's the CEO. I'm in a hurry right now so, maybe, I don't want to the phone, the email and Bob definitely doesn't tweet but, hopefully, we can him using that. For now, I don't have to fill this out but I will likely want to go back later, which you can do.

 

There's also some options here, I can add an industry, I can add the size of the business in the dropdown menu, all these other things. The other great thing is you can use a Google search to search for an address; so, I know he's on 123 Main Street in San Francisco but I don't want to fill it all out. Well, there I start typing and there it goes, it's going to fill out the rest of these fields.

As I said, you're going to have to fill out the required fields, the ones that aren't you can always go back later, edit the client to reflect that information and make sure that's up to date. Make sure you save before you go to the next screen and you're all set.

Read Less

Configuring General Settings

Configuring 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 Tutorials
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 Tutorials
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 Tutorials
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 Tutorials
Import Data
Configuration & Setup Tutorials
Configuring Client Portal Settings
Configuration & Setup Tutorials
Add a New Client

Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,...

Configuration & Setup Tutorials
Add a New Campaign

Add a New Campaign

Hello. In this video I'm going to show you how to create a campaign for emailing out of Accelo. We'll...

Configuration & Setup Tutorials
Add a New Sale
Configuration & Setup Tutorials
How helpful was this page?
4.2 (Based on 19 ratings)
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