Divisions

Welcome to another session of How to Do Things in Accelo. What we're going to be looking at is Divisions. What Divisions enables you to do is group together companies that you... Read More

Welcome to another session of How to Do Things in Accelo. What we're going to be looking at is Divisions. What Divisions enables you to do is group together companies that you might have. We go down here to the configuration, over to Users & Groups, into Divisions. We can see Divisions here, why don't we go ahead and add one? So, within this division we're allowed to add multiple companies, let's add Molecular Devices and Lake Savers. With that we can assign different contacts to it, staff, rates, so if they're grandfathered into a plan where you need to charge them less or you need to charge them more, we can set up different rates and, finally, if they need to have a special signature in your email, you can change that here. Thank you so much.

Read Less

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
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue