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 Client

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
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