Skills

Welcome back to another session How to Do Things in Accelo. Today we are going to be talking about Skills. When we enter Skills for an employee or a colleague is simply... Read More

Welcome back to another session How to Do Things in Accelo. Today we are going to be talking about Skills. When we enter Skills for an employee or a colleague is simply by going to Configuration, which will bring you to his page, Users & Groups, Users. Let's click on a user, let's go to Kaddy. Let's go ahead and edit Kaddy. Skills, as we can see, are SEO and PPC. Let's see what we can add now, let's go with Sales. Scroll down, hit Save. Now, the purpose of adding skills, which we see here as SEO, PPC and Sales, the one we just added, is so that next time we go to Team Scheduling we can filter off Sells and here she is, right there. So we can start filtering out and adding tasks based on skills. Now, a way to add skills in your business, and you might have seen it in a second, is if we go back to Configuration, Users & Groups, Skills are right here and we can start looking at all the skills we have. 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