Managing Service Level Agreements (SLA)
Want to find out how to best manage your service level agreements (SLAs) with Accelo? This overview will will show you how to setup and manage SLAs using Tickets in Accelo. Read More
Want to find out how to best manage your service level agreements (SLAs) with Accelo? This overview will will show you how to setup and manage SLAs using Tickets in Accelo.
Client Portal | Customize & Configure | Intermediate
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
Best Practices for Better Invoicing
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
Survival to Recovery: Taking Control Again
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
Best Practices for Scheduling & Resourcing
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
Best Practices for Email Capture & Requests
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…