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. This is your company overview and if you come into contacts, you... Read More
Hello. In this video I'm going to show you how to add a new contact to an already created company. This is your company overview and if you come into contacts, you can see which contacts have already been created and add another contact. You can start filling out the name, you can give a status for a contact, as if it is an active contact at the company, position, another field such as phone number, email and other areas. You can attach an address to a specific contact and then save. Now, when you come back to your company you'll see that you have now two contacts.
Quick Add
Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of...
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,...
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....
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...
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...
Add a New Sale
Hello, this is Richard with Accelo walking you through how to create a sale. So, what I have here is...
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...
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...
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....