Configuring Task Settings

Welcome back. We're going to take a look at Task Settings. Task Settings can be found in the configuration and on the left scroll down, we'll see Tasks & Scheduling. So, we... Read More

Welcome back. We're going to take a look at Task Settings. Task Settings can be found in the configuration and on the left scroll down, we'll see Tasks & Scheduling. So, we click Tasks & Scheduling, we'll see Show ID with title, Singular label, Plural, Reschedule committed time after x days; this means if the task has been sitting on someone's calendar and there's been no activity put against the task we can reschedule it after x amount of days.

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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 Campaign

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 Tutorials
Add a New Sale
Configuration & Setup Tutorials
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