A cloud-based client work management platform to manage all aspects of your client work and improve the performance and profitability of your business.
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Have you or one of your colleagues recently joined a team using Accelo? This session covers the introductory steps for using and getting value out of the system. Read More
Have you or one of your colleagues recently joined a team using Accelo? This session covers the introductory steps for using and getting value out of the system.
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions