Sales Settings

Hello. In this video I'm going to show you how to configure your settings for your sales. To get to this screen you're going to come up here to the left-top corner,... Read More

Hello. In this video I'm going to show you how to configure your settings for your sales. To get to this screen you're going to come up here to the left-top corner, down to Configuration. Sales and then Settings. In here, the Show ID with Title is going to be able to show you the number of which sale or opportunity opportunity you are on. The Singular and Plural labels are if you'd like to rename from Sale to Opportunity and the Forms API Access is going to be if you'd like to have a website where different forms can come in and actually create a sale within Accelo. The other half, a default challenge captcha, which means that certain areas have to be filled out; Open, which means you can have any areas filled out and then Disabled as in you don't want this at all. Here you can start which number your next sale is going to start off. So, in case you start using Accelo and you are on sale number 340 we can come in and say the next sale that creates for your business is going to be 341. Then make sure before you leave, after changing any settings, you always save.

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