Contributors

Welcome to another session of How to Do Things in Accelo. Today we're going to be focusing on Contributors. Now, a lot of people ask what is a Contributor. Contributor is a... Read More

Welcome to another session of How to Do Things in Accelo. Today we're going to be focusing on Contributors. Now, a lot of people ask what is a Contributor. Contributor is a third party in the system. Now, they're not an existing user, rather a client that's helping you out maybe with another project with another client that you need in the project. So, if we go over here, to Projects, and once in there select one of your projects. You'll see a contributor right here, clicking out a contributing. Well done. He's going to be an advisor and He's going to be auto CC on all activities and that's a Contributor.

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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

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

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

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

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

Configuration & Setup

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

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

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...

Configuration & Setup

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
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