Add a New Sale

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is a report showing all sales within our company and if I'd like... Read More

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is a report showing all sales within our company and if I'd like to add one more, I'd to come up to this Create tap, come down to sale. Within this screen I can search for a company in which to attach the sale to, such as Genomic, I can title the sale. The contact is going to be auto filled from the primary contact of Genomic. I'm actually logged in as Rebecca so it autofill the salesperson to who your login as, which we can also change to another internal colleague of mine such as Mark. The type of sale is how you're going to create different progressions and different activities that you need to complete the sale and the progression is going to be where the sale actually starts at within the status.

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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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