Module Titles

To customize the naming of some of the household and every day, like Tasks or Requests, as well as our modules such as Companies and Sales, head to configuration and go to... Read More

To customize the naming of some of the household and every day, like Tasks or Requests, as well as our modules such as Companies and Sales, head to configuration and go to the General Configuration and Module Titles. Here you'll find the different options for renaming items in the system, so that it matches your business process. For example, often we find that retainers are [...] to contracts or ongoing work.

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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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