General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your global preferences. For example, if you want to move from the American... Read More

In this video we'll go over the general configuration and the main settings which includes your organization info and your global preferences. For example, if you want to move from the American to the more traditional date settings, the time zone which is going to influence not only your clocks for your calendar but also your reporting for the [card] updates, what calendar system you're on and the base currency. We don't have multi-currency as of it yet but this will allow you to invoice for pounds versus dollars for example.

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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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