Video Library » Creating Items » 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 communication or activity within Accelo. At any given time, you can come... Read More

Hello. In this video of Accelo I'm going to show you how to quickly create any sort of form of communication or activity within Accelo. At any given time, you can come into Accelo, on any page, and come to this Create button and you can see the different areas that you can create. You can create Companies, Contacts, Projects, Tickets, Tasks and Timers. You can always come in and create an activity so, for an email, instead of having to go to the actual company you can just come in and say company Cauldron. You can also have any projects or contacts that you'd like to add too, and this email and communication is instantly getting attached to the project. So, at any given time within Accelo you can quickly navigate through and get to where you want to go.

Read Less

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
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