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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.

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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...

Creating Items
Add a New Company

Add a New Company

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

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

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

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
Creating Items
Add a New Quote

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

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

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
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