Add a New Sale

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 Sale
Configuration & Setup Tutorials
Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company…

Configuration & Setup Tutorials
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