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 as an activity. You use Activities to keep track of everything in… Read More

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded as an activity. You use Activities to keep track of everything in Accelo.

 

There are a couple different ways to create an activity; from the big, blue Create button at the top of the screen or from inside a company record in this example.

 

Activities can take the form of notes, emails, meetings, calls or letters. A note is an internal note, essentially the same as putting a yellow sticky note on a file for other people on your team to view. Activities can also take the form of emails and emails are external communications, with your client in this case. You can see that anytime an activity is opened, a timer begins at the bottom. You can always pause and override timers. In this case we're logging that we spent an hour creating or drafting this email. Activities can also take the form of meetings; in this case we're scheduling a meeting with the client. This is going to schedule an activity for the future. An activity can also record that you've had a phone call or mail the letter, although not very many people use this final tab anymore but in this case I'm going to be telling the rest of my team that I had a great call with Jimmy Pesto at Newport Surfboards and I can also log that this was a thirty-minute phone call with Jimmy.

 

Everything in Accelo is based around activities. So, if we go to this activity stream it's going to pull up all of the activities that have taken place in real-time across my team with all of the companies in our company database.

Read Less

Sales + Projects

Sales + Projects

Accelo combines communication, collaboration and all client work in one system to give your team a central place to do…

Video Tutorials
Quick Add

Quick Add

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

Video Tutorials
Sale Dashboard

Sale Dashboard

Hello. In this video I'm going to show you the Sales Dashboard and explain what everything really means. To get…

Video Tutorials
Creating a Timer

Creating a Timer

We have timer functionality in Accelo. To begin a timer, you head up to the big blue Create button and…

Video Tutorials
Scheduling with My Schedule

Scheduling with My Schedule

Good afternoon and welcome back to another session of How to Do Things in Accelo. Today we're going to be…

Video Tutorials
Date Types
Video Tutorials
Add a New Company or Client

Add a New Company or Client

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

Video Tutorials
Managing your Ticket Dashboard

Managing your Ticket Dashboard

The Tickets module in Accelo provides the functionality for billable work on a more agile scale than projects. Essentially, a…

Video Tutorials
Try Accelo for 7 Days
Fast and easy setup No credit card required
Get Started Now
Schedule a Live Demo
Tailored to your business All questions answered
Request a Time
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