Video Tutorials » Creating Items Video Library » 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, that will take us to this screen, List Companies and from there… Read More

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies, that will take us to this screen, List Companies and from there we're going to click this button here Add a Company.

 

So, let's say that the company I want to add is Acme Corp, the website's acme.com and then you can see I have all this other information here, maybe I don't want to fill it out yet but beware that if there is the red asterisk, that is required information. The other stuff I can add here is, maybe, I want to put my contact in here. I met Bob Acme, he's the CEO. I'm in a hurry right now so, maybe, I don't want to the phone, the email and Bob definitely doesn't tweet but, hopefully, we can him using that. For now, I don't have to fill this out but I will likely want to go back later, which you can do.

 

There's also some options here, I can add an industry, I can add the size of the business in the dropdown menu, all these other things. The other great thing is you can use a Google search to search for an address; so, I know he's on 123 Main Street in San Francisco but I don't want to fill it all out. Well, there I start typing and there it goes, it's going to fill out the rest of these fields.

As I said, you're going to have to fill out the required fields, the ones that aren't you can always go back later, edit the client to reflect that information and make sure that's up to date. Make sure you save before you go to the next screen and you're all set.

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