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.
- General Settings
- Add New User
- Add New Activity
- Add a New Task
- Add a New Client
- Add a New Campaign
- Add a New Sale
- Request Settings
- Add a New Project
- Add a New Ticket
- Add a New Retainer
- Billing & Rate Settings
- Add a New Quote
- Module Titles
- Activity Settings
- Task Settings
- Add a New Contact
- Sales Settings
- Request Types
- Project Templates
- Ticket Settings
- Allocating Existing Work
- Tax Codes
- Quote Settings
- Groups
- Activity Classes
- Client Portal Permissions
- Multiple Emails for a Contact
- Probability
- Project Custom Profile Fields
- Ticket Classes
- Retainer Settings
- Billing Ledgers
- Email Logo
- User Permissions
- Email Logo
- Client Portal
- Client/Contact Relationships
- Sales Custom Profile Fields
- Project Progressions & Fields
- Rates
- Email Signature
- Divisions
- Email Signature
- Clients & Contacts Settings
- Sales Progressions & Fields
- Priorities
- Receipt Methods
- Countries & States
- Custom Locations
- Client Portal Overview for the End User
- Contributors
- Expense Types
- Work & Holiday Dates
- Password Rules
- Custom Invoice Fields
- Skills
- Custom Receipt Fields
- Custom Profile Fields
Add New User
Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do...
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...
General Settings
In this video we'll go over the general configuration and the main settings which includes your organization info and your...
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...
Add a New Task
There are several different ways to create a task in Accelo. From the big blue Create button you can choose...
Request Settings
In Accelo you can create different request cues for all of the emails that go to shared or generic company...
Add a New Ticket
There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...
Add a New Sale
Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...
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...