Creating Items

Video Library » Creating Items

Quick Add

Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of...

Creating Items

Add a New Company

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,...

Creating Items

Add a New Contact

Hello. In this video I'm going to show you how to add a new contact to an already created company....

Creating Items

Add a New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do...

Creating Items

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...

Creating Items

Add a New Sale

Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...

Creating Items

Add a New Quote

Hello. In today's video I'm going to be walking you through how to create a quote and how much you...

Creating Items

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...

Creating Items

Add a Project Template

In this video we'll learn how to create a project template. There are two ways to create a project template....

Creating Items

Add a Signoff

A sign off on a project is a way for you and the customer to agree on what needs to...

Creating Items

Add a New Ticket

There are several different ways tickets in Accelo. One being from the big blue Create button, you would Create and...

Creating Items

Add a New Retainer

Welcome back to another session of How to Do Things in Accelo. What we're going to focus on today is...

Creating Items

Add a New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded...

Creating Items

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose...

Creating Items
Creating Items
Creating Items
Creating Items
Creating Items
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